Trek Financial, LLC: BUFF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trek Financial, LLC on BUFF, newest first. How the timeline and the estimate are built.
Trek Financial, LLC held 10,629 BUFF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 10,629 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $559,936.
13F-HR 0001104659-26-095623 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,629 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $525,179.
13F-HR 0001104659-26-059964 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,629 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $529,962.
13F-HR 0001104659-26-010107 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,629 sharesChange vs previous 13F +514 shares
0.03% of the 13F portfolio, value $519,285.
13F-HR 0001104659-25-104735 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,115 sharesChange vs previous 13F +534 shares
0.03% of the 13F portfolio, value $475,405.
13F-HR 0001104659-25-077438 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,581 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $422,426.
13F-HR 0001104659-25-041935 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,581 sharesChange vs previous 13F +500 shares
0.03% of the 13F portfolio, value $430,283.
13F-HR 0001104659-25-012598 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,081 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $400,654.
13F-HR 0001104659-24-118448 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).