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Disclosery

Trajan Wealth LLC: SGOV position timeline

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

Trajan Wealth LLC held 121,755 SGOV 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 121,755 shares
    Change vs previous 13F +39,814 shares

    0.46% of the 13F portfolio, value $12,257,076.

    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 81,941 shares
    Change vs previous 13F -9,565 shares

    0.33% of the 13F portfolio, value $8,248,138.

    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 91,506 shares
    Change vs previous 13F +14,807 shares

    0.38% of the 13F portfolio, value $9,185,356.

    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 76,699 shares
    Change vs previous 13F -5,708 shares

    0.33% of the 13F portfolio, value $7,723,608.

    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 82,407 shares
    Change vs previous 13F +6,568 shares

    0.41% of the 13F portfolio, value $8,297,568.

    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 75,839 shares
    Change vs previous 13F -33,509 shares

    0.42% of the 13F portfolio, value $7,634,681.

    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 109,348 shares
    Change vs previous 13F -3,076 shares

    0.61% of the 13F portfolio, value $10,969,817.

    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 112,424 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $11,323,338.

    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).