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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

  1. period ended2026-06-30
    13F 44,825 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,748 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,612 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,187 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,634 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,701 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).