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Trek Financial, LLC: BINC position timeline

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

Trek Financial, LLC held 56,692 BINC 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 56,692 shares
    Change vs previous 13F -60,402 shares

    0.15% of the 13F portfolio, value $2,967,259.

    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 117,094 shares
    Change vs previous 13F -27,536 shares

    0.32% of the 13F portfolio, value $6,080,666.

    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 144,630 shares
    Change vs previous 13F +6,005 shares

    0.44% of the 13F portfolio, value $7,632,109.

    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 138,625 shares
    Change vs previous 13F +21,363 shares

    0.44% of the 13F portfolio, value $7,380,419.

    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 117,262 shares
    Change vs previous 13F +3,628 shares

    0.42% of the 13F portfolio, value $6,196,105.

    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 113,634 shares
    Change vs previous 13F +20,288 shares

    0.43% of the 13F portfolio, value $5,952,146.

    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 93,346 shares
    Change vs previous 13F +2,425 shares

    0.36% of the 13F portfolio, value $4,855,866.

    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 90,921 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,867,001.

    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).