Skip to content
Disclosery

Trek Financial, LLC: KJAN position timeline

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

Trek Financial, LLC held 11,026 KJAN 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 11,026 shares
    Change vs previous 13F -196 shares

    0.02% of the 13F portfolio, value $503,116.

    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 11,222 shares
    Change vs previous 13F -1,138 shares

    0.02% of the 13F portfolio, value $468,204.

    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 12,360 shares
    Change vs previous 13F -389 shares

    0.03% of the 13F portfolio, value $511,951.

    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 12,749 shares
    Change vs previous 13F -1,468 shares

    0.03% of the 13F portfolio, value $514,486.

    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 14,217 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $532,853.

    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 14,199 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $507,472.

    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 14,349 shares
    Change vs previous 13F -3,933 shares

    0.04% of the 13F portfolio, value $535,935.

    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 18,282 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $677,714.

    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).