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Disclosery

Trajan Wealth LLC: PM position timeline

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

Trajan Wealth LLC held 194,058 PM 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 194,058 shares
    Change vs previous 13F +18,060 shares

    1.33% of the 13F portfolio, value $35,106,989.

    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 175,998 shares
    Change vs previous 13F +25,884 shares

    1.18% of the 13F portfolio, value $29,099,508.

    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 150,114 shares
    Change vs previous 13F +17,819 shares

    1% of the 13F portfolio, value $24,078,210.

    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 132,295 shares
    Change vs previous 13F +31,490 shares

    0.93% of the 13F portfolio, value $21,458,188.

    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 100,805 shares
    Change vs previous 13F +16,318 shares

    0.9% of the 13F portfolio, value $18,359,601.

    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 84,487 shares
    Change vs previous 13F +9,532 shares

    0.73% of the 13F portfolio, value $13,410,624.

    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 74,955 shares
    Change vs previous 13F +7,682 shares

    0.5% of the 13F portfolio, value $9,020,781.

    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 67,273 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $8,166,932.

    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).