Trek Financial, LLC: ERIC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trek Financial, LLC on ERIC, newest first. How the timeline and the estimate are built.
Trek Financial, LLC held 21,361 ERIC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 21,361 sharesChange vs previous 13F -6,269 shares
0.01% of the 13F portfolio, value $238,175.
13F-HR 0001104659-26-095623 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,630 sharesChange vs previous 13F +6,514 shares
0.02% of the 13F portfolio, value $311,390.
13F-HR 0001104659-26-059964 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,116 sharesChange vs previous 13F +3,118 shares
0.01% of the 13F portfolio, value $203,769.
13F-HR 0001104659-26-010107 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,998 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $148,843.
13F-HR 0001104659-25-104735 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).