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Disclosery

Trek Financial, LLC: BOND position timeline

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

Trek Financial, LLC held 48,667 BOND 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 48,667 shares
    Change vs previous 13F +29,221 shares

    0.22% of the 13F portfolio, value $4,487,584.

    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 19,446 shares
    Change vs previous 13F +9,267 shares

    0.1% of the 13F portfolio, value $1,794,477.

    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 10,179 shares
    Change vs previous 13F +7,354 shares

    0.05% of the 13F portfolio, value $947,461.

    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 2,825 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $263,714.

    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).