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Disclosery

Trajan Wealth LLC: PFFV position timeline

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

Trajan Wealth LLC held 97,802 PFFV 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 97,802 shares
    Change vs previous 13F +1,461 shares

    0.08% of the 13F portfolio, value $2,154,578.

    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 96,341 shares
    Change vs previous 13F +7,033 shares

    0.08% of the 13F portfolio, value $2,102,960.

    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 89,308 shares
    Change vs previous 13F +72 shares

    0.08% of the 13F portfolio, value $1,984,423.

    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 89,236 shares
    Change vs previous 13F -7,589 shares

    0.09% of the 13F portfolio, value $2,063,136.

    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 96,825 shares
    Change vs previous 13F -5,935 shares

    0.11% of the 13F portfolio, value $2,207,610.

    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 102,760 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,431,302.

    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).