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Disclosery

Trek Financial, LLC: CRM position timeline

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

Trek Financial, LLC held 12,678 CRM 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 12,678 shares
    Change vs previous 13F +2,222 shares

    0.1% of the 13F portfolio, value $1,986,135.

    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 10,456 shares
    Change vs previous 13F +2,629 shares

    0.1% of the 13F portfolio, value $1,951,822.

    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 7,827 shares
    Change vs previous 13F +1,669 shares

    0.12% of the 13F portfolio, value $2,073,451.

    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 6,158 shares
    Change vs previous 13F +1,388 shares

    0.09% of the 13F portfolio, value $1,459,446.

    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 4,770 shares
    Change vs previous 13F +3,305 shares

    0.09% of the 13F portfolio, value $1,300,731.

    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 1,465 shares
    Change vs previous 13F -9,775 shares

    0.03% of the 13F portfolio, value $393,151.

    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 11,240 shares
    Change vs previous 13F +10,492 shares

    0.28% of the 13F portfolio, value $3,757,869.

    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 748 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $204,735.

    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).