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Disclosery

Trek Financial, LLC: DVYE position timeline

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

Trek Financial, LLC held 372,196 DVYE 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 372,196 shares
    Change vs previous 13F +15,190 shares

    0.6% of the 13F portfolio, value $11,995,871.

    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 357,006 shares
    Change vs previous 13F -39,047 shares

    0.65% of the 13F portfolio, value $12,273,850.

    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 396,053 shares
    Change vs previous 13F +47,788 shares

    0.72% of the 13F portfolio, value $12,340,998.

    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 348,265 shares
    Change vs previous 13F -189,364 shares

    0.62% of the 13F portfolio, value $10,340,001.

    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 537,629 shares
    Change vs previous 13F +46,832 shares

    1.03% of the 13F portfolio, value $15,403,071.

    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 490,797 shares
    Change vs previous 13F +56,614 shares

    0.97% of the 13F portfolio, value $13,393,850.

    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 434,183 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $11,214,947.

    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).