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Disclosery

Trek Financial, LLC: EJUL position timeline

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

Trek Financial, LLC held 13,747 EJUL 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 13,747 shares
    Change vs previous 13F +6,140 shares

    0.02% of the 13F portfolio, value $429,430.

    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 7,607 shares
    Change vs previous 13F -434 shares

    0.01% of the 13F portfolio, value $227,344.

    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 8,041 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $238,405.

    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 8,415 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $243,523.

    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 8,789 shares
    Change vs previous 13F -2,020 shares

    0.02% of the 13F portfolio, value $243,279.

    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 10,809 shares
    Change vs previous 13F -691 shares

    0.02% of the 13F portfolio, value $273,076.

    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 11,500 shares
    Change vs previous 13F -239 shares

    0.02% of the 13F portfolio, value $283,650.

    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 11,739 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $299,697.

    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).