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Disclosery

Trek Financial, LLC: AMGN position timeline

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

Trek Financial, LLC held 7,005 AMGN 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 7,005 shares
    Change vs previous 13F +13 shares

    0.13% of the 13F portfolio, value $2,536,651.

    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 6,992 shares
    Change vs previous 13F +595 shares

    0.13% of the 13F portfolio, value $2,460,135.

    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 6,397 shares
    Change vs previous 13F +368 shares

    0.12% of the 13F portfolio, value $2,093,802.

    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 6,029 shares
    Change vs previous 13F +1,322 shares

    0.1% of the 13F portfolio, value $1,701,384.

    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 4,707 shares
    Change vs previous 13F -477 shares

    0.09% of the 13F portfolio, value $1,314,241.

    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 5,184 shares
    Change vs previous 13F +1,045 shares

    0.12% of the 13F portfolio, value $1,615,075.

    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 4,139 shares
    Change vs previous 13F +1,282 shares

    0.08% of the 13F portfolio, value $1,078,789.

    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 2,857 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $920,554.

    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).