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Disclosery

Trajan Wealth LLC: VOO position timeline

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

Trajan Wealth LLC held 321,956 VOO 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 321,956 shares
    Change vs previous 13F -16,956 shares

    8.35% of the 13F portfolio, value $221,122,903.

    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 338,912 shares
    Change vs previous 13F -7,384 shares

    8.18% of the 13F portfolio, value $202,516,943.

    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 346,296 shares
    Change vs previous 13F -5,782 shares

    9.05% of the 13F portfolio, value $217,172,545.

    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 352,078 shares
    Change vs previous 13F -11,041 shares

    9.31% of the 13F portfolio, value $215,605,266.

    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 363,119 shares
    Change vs previous 13F -95 shares

    10.09% of the 13F portfolio, value $206,262,599.

    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 363,214 shares
    Change vs previous 13F +5,368 shares

    10.19% of the 13F portfolio, value $186,659,059.

    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 357,846 shares
    Change vs previous 13F -14,827 shares

    10.68% of the 13F portfolio, value $192,810,741.

    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 372,673 shares
    Change vs previous 13F not available

    11.6% of the 13F portfolio, value $196,648,459.

    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).