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Disclosery

Trek Financial, LLC: BITB position timeline

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

Trek Financial, LLC held 26,181 BITB 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 26,181 shares
    Change vs previous 13F +4,357 shares

    0.04% of the 13F portfolio, value $834,127.

    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 21,824 shares
    Change vs previous 13F +645 shares

    0.04% of the 13F portfolio, value $803,341.

    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 21,179 shares
    Change vs previous 13F +4,748 shares

    0.06% of the 13F portfolio, value $1,007,273.

    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 16,431 shares
    Change vs previous 13F +2,699 shares

    0.06% of the 13F portfolio, value $1,022,337.

    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 13,732 shares
    Change vs previous 13F +1,673 shares

    0.05% of the 13F portfolio, value $804,558.

    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 12,059 shares
    Change vs previous 13F +1,171 shares

    0.04% of the 13F portfolio, value $541,208.

    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 10,888 shares
    Change vs previous 13F +4,158 shares

    0.04% of the 13F portfolio, value $553,655.

    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 6,730 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $232,791.

    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).