Trek Financial, LLC: GREK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trek Financial, LLC on GREK, newest first. How the timeline and the estimate are built.
Trek Financial, LLC held 44,825 GREK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 44,825 sharesChange vs previous 13F +2,077 shares
0.17% of the 13F portfolio, value $3,384,270.
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 42,748 sharesChange vs previous 13F +2,136 shares
0.15% of the 13F portfolio, value $2,730,300.
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 40,612 sharesChange vs previous 13F +6,425 shares
0.16% of the 13F portfolio, value $2,676,737.
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 34,187 sharesChange vs previous 13F +1,553 shares
0.13% of the 13F portfolio, value $2,201,643.
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).
- period ended2025-06-3013F 32,634 sharesChange vs previous 13F +11,933 shares
0.13% of the 13F portfolio, value $1,894,077.
13F-HR 0001104659-25-077438 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 ended2025-03-3113F 20,701 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $972,326.
13F-HR 0001104659-25-041935 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).