Trajan Wealth LLC: KVUE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trajan Wealth LLC on KVUE, newest first. How the timeline and the estimate are built.
Trajan Wealth LLC held 476,912 KVUE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 476,912 sharesChange vs previous 13F +184,624 shares
0.34% of the 13F portfolio, value $9,113,785.
13F-HR 0001934415-26-000005 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 292,288 sharesChange vs previous 13F +36,709 shares
0.2% of the 13F portfolio, value $5,039,052.
13F-HR 0001934415-26-000004 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 255,579 sharesChange vs previous 13F +21,372 shares
0.18% of the 13F portfolio, value $4,408,729.
13F-HR 0001934415-26-000001 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 234,207 sharesChange vs previous 13F +10,065 shares
0.16% of the 13F portfolio, value $3,801,186.
13F-HR 0001934415-25-000005 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 224,142 sharesChange vs previous 13F -226,054 shares
0.23% of the 13F portfolio, value $4,691,293.
13F-HR 0001934415-25-000004 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 450,196 sharesChange vs previous 13F +245,230 shares
0.59% of the 13F portfolio, value $10,795,694.
13F-HR 0001085146-25-002998 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 204,966 sharesChange vs previous 13F +19,797 shares
0.24% of the 13F portfolio, value $4,376,026.
13F-HR 0001934415-25-000002 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 185,169 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $4,282,955.
13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).