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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

  1. period ended2026-06-30
    13F 476,912 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 292,288 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 255,579 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 234,207 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 224,142 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 450,196 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 204,966 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 185,169 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).