Skip to content
Disclosery

Trek Financial, LLC: JPST position timeline

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

Trek Financial, LLC held 27,354 JPST 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 27,354 shares
    Change vs previous 13F -10,232 shares

    0.07% of the 13F portfolio, value $1,383,284.

    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 37,586 shares
    Change vs previous 13F -13,812 shares

    0.1% of the 13F portfolio, value $1,902,225.

    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 51,398 shares
    Change vs previous 13F -15,402 shares

    0.15% of the 13F portfolio, value $2,600,242.

    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 66,800 shares
    Change vs previous 13F -22,553 shares

    0.2% of the 13F portfolio, value $3,388,764.

    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 89,353 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,528,410.

    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).