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Disclosery

Trajan Wealth LLC: PSA position timeline

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

Trajan Wealth LLC held 25,659 PSA 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 25,659 shares
    Change vs previous 13F +6,213 shares

    0.31% of the 13F portfolio, value $8,167,498.

    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 19,446 shares
    Change vs previous 13F +1,711 shares

    0.21% of the 13F portfolio, value $5,267,657.

    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 17,735 shares
    Change vs previous 13F +589 shares

    0.19% of the 13F portfolio, value $4,602,212.

    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 17,146 shares
    Change vs previous 13F +140 shares

    0.21% of the 13F portfolio, value $4,952,730.

    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 17,006 shares
    Change vs previous 13F +109 shares

    0.24% of the 13F portfolio, value $4,989,955.

    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 16,897 shares
    Change vs previous 13F +825 shares

    0.28% of the 13F portfolio, value $5,057,103.

    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 16,072 shares
    Change vs previous 13F +427 shares

    0.27% of the 13F portfolio, value $4,812,600.

    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 15,645 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,692,747.

    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).