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Disclosery

Trajan Wealth LLC: RECS position timeline

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

Trajan Wealth LLC held 533,754 RECS 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 533,754 shares
    Change vs previous 13F +2,843 shares

    0.87% of the 13F portfolio, value $23,100,865.

    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 530,911 shares
    Change vs previous 13F +3,784 shares

    0.84% of the 13F portfolio, value $20,694,892.

    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 527,127 shares
    Change vs previous 13F -9,687 shares

    0.9% of the 13F portfolio, value $21,527,849.

    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 536,814 shares
    Change vs previous 13F -18,806 shares

    0.94% of the 13F portfolio, value $21,660,446.

    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 555,620 shares
    Change vs previous 13F +670 shares

    1% of the 13F portfolio, value $20,441,261.

    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 554,950 shares
    Change vs previous 13F +16,466 shares

    1.01% of the 13F portfolio, value $18,429,891.

    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 538,484 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $18,642,317.

    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).