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Disclosery

Trajan Wealth LLC: VZ position timeline

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

Trajan Wealth LLC held 688,280 VZ 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 688,280 shares
    Change vs previous 13F +104,047 shares

    1.1% of the 13F portfolio, value $29,141,794.

    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 584,233 shares
    Change vs previous 13F +74,109 shares

    1.18% of the 13F portfolio, value $29,328,513.

    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 510,124 shares
    Change vs previous 13F +389,330 shares

    0.87% of the 13F portfolio, value $20,777,363.

    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 120,794 shares
    Change vs previous 13F +578 shares

    0.23% of the 13F portfolio, value $5,308,893.

    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 120,216 shares
    Change vs previous 13F +1,110 shares

    0.25% of the 13F portfolio, value $5,201,756.

    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 119,106 shares
    Change vs previous 13F -19,243 shares

    0.29% of the 13F portfolio, value $5,402,657.

    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 138,349 shares
    Change vs previous 13F +6,377 shares

    0.31% of the 13F portfolio, value $5,532,567.

    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 131,972 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,926,848.

    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).