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Disclosery

Trek Financial, LLC: PJUL position timeline

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

Trek Financial, LLC held 31,181 PJUL 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 31,181 shares
    Change vs previous 13F -7,063 shares

    0.08% of the 13F portfolio, value $1,521,945.

    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 38,244 shares
    Change vs previous 13F -555 shares

    0.09% of the 13F portfolio, value $1,757,981.

    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 38,799 shares
    Change vs previous 13F +551 shares

    0.1% of the 13F portfolio, value $1,801,438.

    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 38,248 shares
    Change vs previous 13F +1,865 shares

    0.1% of the 13F portfolio, value $1,744,109.

    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 36,383 shares
    Change vs previous 13F +2,899 shares

    0.11% of the 13F portfolio, value $1,595,395.

    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 33,484 shares
    Change vs previous 13F -1,035 shares

    0.1% of the 13F portfolio, value $1,345,722.

    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 34,519 shares
    Change vs previous 13F -1,647 shares

    0.11% of the 13F portfolio, value $1,421,147.

    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 36,166 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,463,996.

    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).