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Disclosery

Trek Financial, LLC: AFL position timeline

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

Trek Financial, LLC held 34,340 AFL 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 34,340 shares
    Change vs previous 13F -286 shares

    0.2% of the 13F portfolio, value $4,026,365.

    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 34,626 shares
    Change vs previous 13F +2,212 shares

    0.2% of the 13F portfolio, value $3,798,818.

    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 32,414 shares
    Change vs previous 13F +150 shares

    0.21% of the 13F portfolio, value $3,574,253.

    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).

  4. period ended2025-09-30
    13F 32,264 shares
    Change vs previous 13F +22 shares

    0.21% of the 13F portfolio, value $3,603,916.

    13F-HR 0001104659-25-104735 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).

  5. period ended2025-06-30
    13F 32,242 shares
    Change vs previous 13F -787 shares

    0.23% of the 13F portfolio, value $3,400,222.

    13F-HR 0001104659-25-077438 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).

  6. period ended2025-03-31
    13F 33,029 shares
    Change vs previous 13F +20 shares

    0.27% of the 13F portfolio, value $3,672,537.

    13F-HR 0001104659-25-041935 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).

  7. period ended2024-12-31
    13F 33,009 shares
    Change vs previous 13F -372 shares

    0.26% of the 13F portfolio, value $3,414,448.

    13F-HR 0001104659-25-012598 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).

  8. period ended2024-09-30
    13F 33,381 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,731,954.

    13F-HR 0001104659-24-118448 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).