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Disclosery

Trek Financial, LLC: MP position timeline

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

Trek Financial, LLC held 78,011 MP 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 78,011 shares
    Change vs previous 13F -77,672 shares

    0.22% of the 13F portfolio, value $4,369,396.

    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 155,683 shares
    Change vs previous 13F +49,036 shares

    0.4% of the 13F portfolio, value $7,513,262.

    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 106,647 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,387,806.

    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).