Position in MC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$380,417
+$27,188 QoQ
Shares Held
5,815
-6.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#238
of 391 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Trajan Wealth LLC holds $24,796,290 across 4 Capital Markets names. MC ranks #3 (1.5% of the industry book) .
All Filings in MC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,417 | 5,815 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $353,229 | 6,197 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $333,938 | 4,858 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $364,587 | 5,112 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $379,653 | 6,092 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $293,375 | 5,027 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $231,392 | 3,132 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $238,277 | 3,478 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $210,268 | 3,698 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $224,355 | 3,952 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||