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Disclosery

Trajan Wealth LLC: WMT position timeline

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

Trajan Wealth LLC held 216,885 WMT 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 216,885 shares
    Change vs previous 13F -6,546 shares

    0.93% of the 13F portfolio, value $24,564,436.

    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 223,431 shares
    Change vs previous 13F -5,302 shares

    1.12% of the 13F portfolio, value $27,768,044.

    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 228,733 shares
    Change vs previous 13F -4,034 shares

    1.06% of the 13F portfolio, value $25,483,137.

    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 232,767 shares
    Change vs previous 13F +43,546 shares

    1.04% of the 13F portfolio, value $23,988,970.

    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 189,221 shares
    Change vs previous 13F -32,220 shares

    0.9% of the 13F portfolio, value $18,502,025.

    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 221,441 shares
    Change vs previous 13F +9,229 shares

    1.06% of the 13F portfolio, value $19,440,343.

    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 212,212 shares
    Change vs previous 13F +12,732 shares

    1.06% of the 13F portfolio, value $19,173,344.

    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 199,480 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $16,108,001.

    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).