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Disclosery

Trek Financial, LLC: CRDO position timeline

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

Trek Financial, LLC held 3,680 CRDO 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 3,680 shares
    Change vs previous 13F -2,982 shares

    0.05% of the 13F portfolio, value $1,000,776.

    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 6,662 shares
    Change vs previous 13F +3,419 shares

    0.03% of the 13F portfolio, value $625,362.

    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 3,243 shares
    Change vs previous 13F -1,059 shares

    0.03% of the 13F portfolio, value $466,635.

    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 4,302 shares
    Change vs previous 13F -941 shares

    0.04% of the 13F portfolio, value $626,414.

    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 5,243 shares
    Change vs previous 13F -873 shares

    0.03% of the 13F portfolio, value $485,449.

    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 6,116 shares
    Change vs previous 13F -22,089 shares

    0.02% of the 13F portfolio, value $245,619.

    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 28,205 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,895,658.

    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).