Skip to content
Disclosery

Trek Financial, LLC: EWC position timeline

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

Trek Financial, LLC held 41,112 EWC 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 41,112 shares
    Change vs previous 13F +3,047 shares

    0.12% of the 13F portfolio, value $2,369,713.

    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 38,065 shares
    Change vs previous 13F +30,982 shares

    0.11% of the 13F portfolio, value $2,085,578.

    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 7,083 shares
    Change vs previous 13F -35,796 shares

    0.02% of the 13F portfolio, value $381,983.

    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 42,879 shares
    Change vs previous 13F +1,991 shares

    0.13% of the 13F portfolio, value $2,167,552.

    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 40,888 shares
    Change vs previous 13F +32,425 shares

    0.13% of the 13F portfolio, value $1,889,043.

    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 8,463 shares
    Change vs previous 13F -8,275 shares

    0.02% of the 13F portfolio, value $344,877.

    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 16,738 shares
    Change vs previous 13F +5,427 shares

    0.05% of the 13F portfolio, value $674,551.

    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 11,311 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $469,646.

    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).