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Disclosery

Trek Financial, LLC: IBD position timeline

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

Trek Financial, LLC held 14,628 IBD 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 14,628 shares
    Change vs previous 13F -968 shares

    0.02% of the 13F portfolio, value $347,708.

    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 15,596 shares
    Change vs previous 13F +510 shares

    0.02% of the 13F portfolio, value $372,074.

    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 15,086 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $365,081.

    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 15,086 shares
    Change vs previous 13F +2,666 shares

    0.02% of the 13F portfolio, value $364,327.

    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 12,420 shares
    Change vs previous 13F +704 shares

    0.02% of the 13F portfolio, value $298,204.

    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 11,716 shares
    Change vs previous 13F +1,747 shares

    0.02% of the 13F portfolio, value $278,255.

    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 9,969 shares
    Change vs previous 13F -3,515 shares

    0.02% of the 13F portfolio, value $233,673.

    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 13,484 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $324,695.

    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).