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Disclosery

Trajan Wealth LLC: TROW position timeline

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

Trajan Wealth LLC held 16,932 TROW 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 16,932 shares
    Change vs previous 13F +224 shares

    0.07% of the 13F portfolio, value $1,925,019.

    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 16,708 shares
    Change vs previous 13F -688 shares

    0.06% of the 13F portfolio, value $1,506,083.

    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 17,396 shares
    Change vs previous 13F -1,029 shares

    0.07% of the 13F portfolio, value $1,781,001.

    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 18,425 shares
    Change vs previous 13F +2,028 shares

    0.08% of the 13F portfolio, value $1,891,124.

    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 16,397 shares
    Change vs previous 13F +776 shares

    0.08% of the 13F portfolio, value $1,582,314.

    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 15,621 shares
    Change vs previous 13F +992 shares

    0.08% of the 13F portfolio, value $1,435,120.

    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 14,629 shares
    Change vs previous 13F +1,168 shares

    0.09% of the 13F portfolio, value $1,654,338.

    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 13,461 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,466,271.

    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).