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Disclosery

Trajan Wealth LLC: WFC position timeline

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

Trajan Wealth LLC held 175,819 WFC 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 175,819 shares
    Change vs previous 13F +15,468 shares

    0.55% of the 13F portfolio, value $14,529,666.

    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 160,351 shares
    Change vs previous 13F +24,562 shares

    0.52% of the 13F portfolio, value $12,765,501.

    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 135,789 shares
    Change vs previous 13F +17,292 shares

    0.53% of the 13F portfolio, value $12,655,516.

    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 118,497 shares
    Change vs previous 13F +26,812 shares

    0.43% of the 13F portfolio, value $9,932,376.

    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 91,685 shares
    Change vs previous 13F +14,720 shares

    0.36% of the 13F portfolio, value $7,345,798.

    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 76,965 shares
    Change vs previous 13F +9,275 shares

    0.3% of the 13F portfolio, value $5,525,336.

    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 67,690 shares
    Change vs previous 13F +6,852 shares

    0.26% of the 13F portfolio, value $4,754,523.

    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 60,838 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,436,758.

    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).