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Trajan Wealth LLC: VTWO position timeline

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

Trajan Wealth LLC held 13,058 VTWO 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 13,058 shares
    Change vs previous 13F +210 shares

    0.06% of the 13F portfolio, value $1,585,552.

    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 12,848 shares
    Change vs previous 13F +1,005 shares

    0.05% of the 13F portfolio, value $1,286,940.

    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 11,843 shares
    Change vs previous 13F -854 shares

    0.05% of the 13F portfolio, value $1,178,656.

    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 12,697 shares
    Change vs previous 13F -1,070 shares

    0.05% of the 13F portfolio, value $1,242,038.

    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 13,767 shares
    Change vs previous 13F -252 shares

    0.06% of the 13F portfolio, value $1,200,756.

    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 14,019 shares
    Change vs previous 13F -310 shares

    0.06% of the 13F portfolio, value $1,130,623.

    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 14,329 shares
    Change vs previous 13F -150 shares

    0.07% of the 13F portfolio, value $1,279,990.

    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 14,479 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,293,815.

    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).