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Disclosery

Trajan Wealth LLC: V position timeline

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

Trajan Wealth LLC held 123,644 V 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 123,644 shares
    Change vs previous 13F +2,609 shares

    1.6% of the 13F portfolio, value $42,421,020.

    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 121,035 shares
    Change vs previous 13F +24,058 shares

    1.48% of the 13F portfolio, value $36,581,605.

    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 96,977 shares
    Change vs previous 13F +7,687 shares

    1.42% of the 13F portfolio, value $34,010,766.

    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 89,290 shares
    Change vs previous 13F +9,609 shares

    1.32% of the 13F portfolio, value $30,481,748.

    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 79,681 shares
    Change vs previous 13F +5,440 shares

    1.38% of the 13F portfolio, value $28,290,741.

    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 74,241 shares
    Change vs previous 13F +2,578 shares

    1.42% of the 13F portfolio, value $26,018,624.

    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 71,663 shares
    Change vs previous 13F +3,851 shares

    1.25% of the 13F portfolio, value $22,648,284.

    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 67,812 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $18,644,982.

    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).