Trajan Wealth LLC: SPYM position timeline

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

Trajan Wealth LLC held 187,165 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 187,165 shares
Change vs previous 13F +127,607 shares
0.62% of the 13F portfolio, value $16,448,058.
13F-HR 0001934415-26-000005 filed by Trajan Wealth LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 59,558 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $4,558,581.
13F-HR 0001934415-26-000004 filed by Trajan Wealth LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).