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Disclosery

Trek Financial, LLC: AHR position timeline

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

Trek Financial, LLC held 15,387 AHR 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 15,387 shares
    Change vs previous 13F -448 shares

    0.04% of the 13F portfolio, value $802,432.

    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 15,835 shares
    Change vs previous 13F +2,539 shares

    0.04% of the 13F portfolio, value $746,797.

    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 13,296 shares
    Change vs previous 13F -361 shares

    0.04% of the 13F portfolio, value $625,725.

    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 13,657 shares
    Change vs previous 13F -790 shares

    0.03% of the 13F portfolio, value $573,732.

    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 14,447 shares
    Change vs previous 13F -654 shares

    0.04% of the 13F portfolio, value $530,800.

    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 15,101 shares
    Change vs previous 13F -2,864 shares

    0.03% of the 13F portfolio, value $457,570.

    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 17,965 shares
    Change vs previous 13F -1,875 shares

    0.04% of the 13F portfolio, value $510,565.

    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 19,840 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $517,824.

    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).