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Disclosery

Trek Financial, LLC: AMZN position timeline

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

Trek Financial, LLC held 27,895 AMZN 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 27,895 shares
    Change vs previous 13F -2,140 shares

    0.33% of the 13F portfolio, value $6,648,605.

    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 30,035 shares
    Change vs previous 13F -794 shares

    0.33% of the 13F portfolio, value $6,255,486.

    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 30,829 shares
    Change vs previous 13F -28,425 shares

    0.41% of the 13F portfolio, value $7,116,057.

    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 59,254 shares
    Change vs previous 13F +6,638 shares

    0.77% of the 13F portfolio, value $13,010,503.

    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 52,616 shares
    Change vs previous 13F +4,253 shares

    0.77% of the 13F portfolio, value $11,543,526.

    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 48,363 shares
    Change vs previous 13F +13,387 shares

    0.67% of the 13F portfolio, value $9,201,633.

    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 34,976 shares
    Change vs previous 13F -2,913 shares

    0.57% of the 13F portfolio, value $7,673,487.

    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 37,889 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $7,059,827.

    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).