Trajan Wealth LLC

SEC CIK: 0001934415
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

UPBD holding history

Upbound Group, Inc. in every 13F filed by Trajan Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPBD overview All 13F holders of UPBD Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of UPBD by Trajan Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−6,265−100.0%	Sold out	Holders
Q3 2024	6,265	$200.4K	<0.1%	+6,265	New	Holders
Q2 2024	0	$0	0.0%	−6,316−100.0%	Sold out	Holders
Q1 2024	6,316	$222.4K	<0.1%	–	No prior filing	Holders