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Disclosery

Trajan Wealth LLC: META position timeline

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

Trajan Wealth LLC held 133,908 META 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 133,908 shares
    Change vs previous 13F +1,447 shares

    2.85% of the 13F portfolio, value $75,428,792.

    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 132,461 shares
    Change vs previous 13F +6,974 shares

    3.06% of the 13F portfolio, value $75,784,658.

    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 125,487 shares
    Change vs previous 13F +6,123 shares

    3.45% of the 13F portfolio, value $82,832,927.

    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 119,364 shares
    Change vs previous 13F +7,572 shares

    3.78% of the 13F portfolio, value $87,658,767.

    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 111,792 shares
    Change vs previous 13F +4,805 shares

    4.04% of the 13F portfolio, value $82,512,847.

    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 106,987 shares
    Change vs previous 13F +3,137 shares

    3.36% of the 13F portfolio, value $61,662,983.

    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 103,850 shares
    Change vs previous 13F +5,883 shares

    3.37% of the 13F portfolio, value $60,805,065.

    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 97,967 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $56,080,035.

    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).