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Disclosery

Trek Financial, LLC: ACEI position timeline

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

Trek Financial, LLC held 79,531 ACEI 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 79,531 shares
    Change vs previous 13F -3,925 shares

    0.09% of the 13F portfolio, value $1,840,809.

    13F-HR 0001104659-26-095623 filed by Trek Financial, 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 83,456 shares
    Change vs previous 13F +36,950 shares

    0.1% of the 13F portfolio, value $1,931,172.

    13F-HR 0001104659-26-059964 filed by Trek Financial, 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 46,506 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,145,773.

    13F-HR 0001104659-26-010107 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).