Skip to content
Disclosery

Trek Financial, LLC: DHR position timeline

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

Trek Financial, LLC held 10,251 DHR 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 10,251 shares
    Change vs previous 13F +1,653 shares

    0.1% of the 13F portfolio, value $1,952,672.

    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 8,598 shares
    Change vs previous 13F +1,424 shares

    0.09% of the 13F portfolio, value $1,630,226.

    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 7,174 shares
    Change vs previous 13F +1,036 shares

    0.1% of the 13F portfolio, value $1,642,314.

    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 6,138 shares
    Change vs previous 13F +1,303 shares

    0.07% of the 13F portfolio, value $1,216,946.

    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 4,835 shares
    Change vs previous 13F +37 shares

    0.06% of the 13F portfolio, value $955,022.

    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 4,798 shares
    Change vs previous 13F +477 shares

    0.07% of the 13F portfolio, value $983,488.

    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 4,321 shares
    Change vs previous 13F +1,275 shares

    0.07% of the 13F portfolio, value $991,886.

    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 3,046 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $846,849.

    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).