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Disclosery

Trajan Wealth LLC: SPYD position timeline

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

Trajan Wealth LLC held 61,753 SPYD 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 61,753 shares
    Change vs previous 13F -2,452 shares

    0.11% of the 13F portfolio, value $2,946,212.

    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 64,205 shares
    Change vs previous 13F -81 shares

    0.12% of the 13F portfolio, value $2,922,607.

    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 64,286 shares
    Change vs previous 13F -1,245 shares

    0.12% of the 13F portfolio, value $2,780,364.

    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 65,531 shares
    Change vs previous 13F +1,023 shares

    0.12% of the 13F portfolio, value $2,883,352.

    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 64,508 shares
    Change vs previous 13F -4,433 shares

    0.13% of the 13F portfolio, value $2,737,706.

    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 68,941 shares
    Change vs previous 13F +11,309 shares

    0.17% of the 13F portfolio, value $3,051,320.

    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 57,632 shares
    Change vs previous 13F -1,428 shares

    0.14% of the 13F portfolio, value $2,492,007.

    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 59,060 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,696,107.

    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).