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Trek Financial, LLC: DYNF position timeline

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

Trek Financial, LLC held 409,352 DYNF 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 409,352 shares
    Change vs previous 13F +20,879 shares

    1.38% of the 13F portfolio, value $27,840,063.

    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 388,473 shares
    Change vs previous 13F -35,970 shares

    1.2% of the 13F portfolio, value $22,601,330.

    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 424,443 shares
    Change vs previous 13F +21,450 shares

    1.5% of the 13F portfolio, value $25,810,389.

    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 402,993 shares
    Change vs previous 13F +75,918 shares

    1.42% of the 13F portfolio, value $23,857,158.

    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 327,075 shares
    Change vs previous 13F +12,696 shares

    1.19% of the 13F portfolio, value $17,812,477.

    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 314,379 shares
    Change vs previous 13F +61,121 shares

    1.11% of the 13F portfolio, value $15,329,140.

    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 253,258 shares
    Change vs previous 13F +12,818 shares

    0.97% of the 13F portfolio, value $12,979,452.

    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 240,440 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $11,894,567.

    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).