Skip to content
Disclosery

Trajan Wealth LLC: PSX position timeline

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

Trajan Wealth LLC held 47,199 PSX 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 47,199 shares
    Change vs previous 13F +4,975 shares

    0.3% of the 13F portfolio, value $7,979,046.

    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 42,224 shares
    Change vs previous 13F +257 shares

    0.31% of the 13F portfolio, value $7,692,297.

    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 41,967 shares
    Change vs previous 13F +183 shares

    0.23% of the 13F portfolio, value $5,415,454.

    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 41,784 shares
    Change vs previous 13F +127 shares

    0.25% of the 13F portfolio, value $5,683,425.

    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 41,657 shares
    Change vs previous 13F +1,016 shares

    0.24% of the 13F portfolio, value $4,969,627.

    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 40,641 shares
    Change vs previous 13F +1,521 shares

    0.27% of the 13F portfolio, value $5,018,323.

    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 39,120 shares
    Change vs previous 13F +3,903 shares

    0.25% of the 13F portfolio, value $4,456,902.

    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 35,217 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,629,236.

    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).