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Disclosery

Trek Financial, LLC: IBM position timeline

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

Trek Financial, LLC held 9,833 IBM 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 9,833 shares
    Change vs previous 13F +8,137 shares

    0.14% of the 13F portfolio, value $2,765,196.

    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 1,696 shares
    Change vs previous 13F -7,488 shares

    0.02% of the 13F portfolio, value $411,161.

    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 9,184 shares
    Change vs previous 13F +2,937 shares

    0.16% of the 13F portfolio, value $2,720,266.

    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 6,247 shares
    Change vs previous 13F +4,204 shares

    0.1% of the 13F portfolio, value $1,762,710.

    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 2,043 shares
    Change vs previous 13F -25,470 shares

    0.04% of the 13F portfolio, value $602,107.

    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 27,513 shares
    Change vs previous 13F +22,396 shares

    0.49% of the 13F portfolio, value $6,841,264.

    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 5,117 shares
    Change vs previous 13F +271 shares

    0.08% of the 13F portfolio, value $1,124,960.

    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 4,846 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,071,317.

    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).