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Disclosery

Trajan Wealth LLC: MA position timeline

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

Trajan Wealth LLC held 115,794 MA 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 115,794 shares
    Change vs previous 13F -3,336 shares

    2.24% of the 13F portfolio, value $59,471,791.

    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 119,130 shares
    Change vs previous 13F -524 shares

    2.4% of the 13F portfolio, value $59,524,635.

    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 119,654 shares
    Change vs previous 13F -29 shares

    2.85% of the 13F portfolio, value $68,307,782.

    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 119,683 shares
    Change vs previous 13F +3,367 shares

    2.94% of the 13F portfolio, value $68,076,703.

    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 116,316 shares
    Change vs previous 13F -1 shares

    3.2% of the 13F portfolio, value $65,362,731.

    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 116,317 shares
    Change vs previous 13F +3,981 shares

    3.48% of the 13F portfolio, value $63,755,588.

    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 112,336 shares
    Change vs previous 13F +7,212 shares

    3.28% of the 13F portfolio, value $59,152,788.

    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 105,124 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $51,910,264.

    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).