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Disclosery

Trek Financial, LLC: MINT position timeline

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

Trek Financial, LLC held 70,193 MINT 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 70,193 shares
    Change vs previous 13F +523 shares

    0.35% of the 13F portfolio, value $7,076,160.

    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 69,670 shares
    Change vs previous 13F +29,590 shares

    0.37% of the 13F portfolio, value $7,006,712.

    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 40,080 shares
    Change vs previous 13F -20,371 shares

    0.23% of the 13F portfolio, value $4,021,627.

    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 60,451 shares
    Change vs previous 13F -22,403 shares

    0.36% of the 13F portfolio, value $6,086,811.

    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 82,854 shares
    Change vs previous 13F -7,103 shares

    0.56% of the 13F portfolio, value $8,329,742.

    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 89,957 shares
    Change vs previous 13F +1,554 shares

    0.65% of the 13F portfolio, value $9,051,473.

    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 88,403 shares
    Change vs previous 13F -1,564 shares

    0.66% of the 13F portfolio, value $8,870,357.

    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 89,967 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $9,058,777.

    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).