Putney Financial Group LLC: TREX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Putney Financial Group LLC on TREX, newest first. How the timeline and the estimate are built.
Putney Financial Group LLC held 0 TREX shares at 2025-12-31 per its 13F-HR filed 2026-01-23.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -23,305 shares
13F-HR 0002056907-26-000001 filed by Putney Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 23,305 sharesChange vs previous 13F -5,300 shares
1.19% of the 13F portfolio, value $1,204,169.
13F-HR 0002056907-25-000006 filed by Putney Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 28,605 sharesChange vs previous 13F -4,108 shares
1.57% of the 13F portfolio, value $1,555,540.
13F-HR/A 0002056907-25-000004 filed by Putney Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,713 sharesChange vs previous 13F -3,063 shares
2% of the 13F portfolio, value $1,900,625.
13F-HR 0002056907-25-000002 filed by Putney Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,776 sharesChange vs previous 13F not available
2.2% of the 13F portfolio, value $2,469,617.
13F-HR 0002056907-25-000001 filed by Putney Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).