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Disclosery

Trajan Wealth LLC: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trajan Wealth LLC on LQD, newest first. How the timeline and the estimate are built.

Trajan Wealth LLC held 102,378 LQD 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 102,378 shares
    Change vs previous 13F +1,293 shares

    0.42% of the 13F portfolio, value $11,166,387.

    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 101,085 shares
    Change vs previous 13F +1,739 shares

    4.45% of the 13F portfolio, value $110,117,247.

    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 99,346 shares
    Change vs previous 13F -684 shares

    0.46% of the 13F portfolio, value $10,946,903.

    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 100,030 shares
    Change vs previous 13F -3,223 shares

    0.48% of the 13F portfolio, value $11,150,386.

    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 103,253 shares
    Change vs previous 13F -3,595 shares

    0.55% of the 13F portfolio, value $11,317,514.

    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 106,848 shares
    Change vs previous 13F +10,330 shares

    0.63% of the 13F portfolio, value $11,613,263.

    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 96,518 shares
    Change vs previous 13F +2,300 shares

    0.57% of the 13F portfolio, value $10,312,022.

    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 94,218 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $10,644,718.

    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).