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Disclosery

Trajan Wealth LLC: SHV position timeline

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

Trajan Wealth LLC held 111,465 SHV 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 111,465 shares
    Change vs previous 13F -12,935 shares

    0.46% of the 13F portfolio, value $12,300,163.

    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 124,400 shares
    Change vs previous 13F -14,611 shares

    0.55% of the 13F portfolio, value $13,732,517.

    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 139,011 shares
    Change vs previous 13F +22,514 shares

    0.64% of the 13F portfolio, value $15,312,050.

    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 116,497 shares
    Change vs previous 13F -8,646 shares

    0.56% of the 13F portfolio, value $12,871,802.

    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 125,143 shares
    Change vs previous 13F +10,023 shares

    0.68% of the 13F portfolio, value $13,818,267.

    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 115,120 shares
    Change vs previous 13F -41,658 shares

    0.69% of the 13F portfolio, value $12,716,120.

    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 156,778 shares
    Change vs previous 13F -13,865 shares

    0.96% of the 13F portfolio, value $17,262,876.

    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 170,643 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $18,878,279.

    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).