Skip to content
Disclosery

Trek Financial, LLC: HD position timeline

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

Trek Financial, LLC held 2,440 HD 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 2,440 shares
    Change vs previous 13F -375 shares

    0.04% of the 13F portfolio, value $860,587.

    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 2,815 shares
    Change vs previous 13F +292 shares

    0.05% of the 13F portfolio, value $925,775.

    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 2,523 shares
    Change vs previous 13F +61 shares

    0.05% of the 13F portfolio, value $868,035.

    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 2,462 shares
    Change vs previous 13F -182 shares

    0.06% of the 13F portfolio, value $997,709.

    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 2,644 shares
    Change vs previous 13F -84 shares

    0.06% of the 13F portfolio, value $969,505.

    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 2,728 shares
    Change vs previous 13F -244 shares

    0.07% of the 13F portfolio, value $999,713.

    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 2,972 shares
    Change vs previous 13F +39 shares

    0.09% of the 13F portfolio, value $1,156,039.

    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 2,933 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,188,452.

    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).