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Disclosery

Trajan Wealth LLC: MSFT position timeline

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

Trajan Wealth LLC held 277,148 MSFT 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 277,148 shares
    Change vs previous 13F +640 shares

    3.9% of the 13F portfolio, value $103,381,634.

    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 276,508 shares
    Change vs previous 13F +11,120 shares

    4.13% of the 13F portfolio, value $102,354,916.

    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 265,388 shares
    Change vs previous 13F +8,434 shares

    5.35% of the 13F portfolio, value $128,346,748.

    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 256,954 shares
    Change vs previous 13F +10,114 shares

    5.75% of the 13F portfolio, value $133,089,448.

    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 246,840 shares
    Change vs previous 13F +9,291 shares

    6% of the 13F portfolio, value $122,780,917.

    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 237,549 shares
    Change vs previous 13F +17,013 shares

    4.87% of the 13F portfolio, value $89,173,372.

    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 220,536 shares
    Change vs previous 13F +17,634 shares

    5.15% of the 13F portfolio, value $92,956,009.

    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 202,902 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $87,308,783.

    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).