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Disclosery

Trek Financial, LLC: BRK-B position timeline

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

Trek Financial, LLC held 3,932 BRK-B 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 3,932 shares
    Change vs previous 13F +93 shares

    0.1% of the 13F portfolio, value $1,967,533.

    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 3,839 shares
    Change vs previous 13F -1,113 shares

    0.1% of the 13F portfolio, value $1,839,649.

    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 4,952 shares
    Change vs previous 13F +1,226 shares

    0.14% of the 13F portfolio, value $2,489,123.

    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 3,726 shares
    Change vs previous 13F -568 shares

    0.11% of the 13F portfolio, value $1,873,209.

    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 4,294 shares
    Change vs previous 13F +52 shares

    0.14% of the 13F portfolio, value $2,085,896.

    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 4,242 shares
    Change vs previous 13F +710 shares

    0.16% of the 13F portfolio, value $2,259,204.

    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 3,532 shares
    Change vs previous 13F -463 shares

    0.12% of the 13F portfolio, value $1,600,985.

    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 3,995 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,838,739.

    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).