Trek Financial, LLC: PLG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trek Financial, LLC on PLG, newest first. How the timeline and the estimate are built.
Trek Financial, LLC held 0 PLG shares at 2025-12-31 per its 13F-HR filed 2026-02-04.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -695,382 shares
13F-HR 0001104659-26-010107 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 695,382 sharesChange vs previous 13F -1,307,784 shares
0.11% of the 13F portfolio, value $1,842,762.
13F-HR 0001104659-25-104735 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,003,166 sharesChange vs previous 13F +730,053 shares
0.21% of the 13F portfolio, value $3,064,844.
13F-HR 0001104659-25-077438 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,273,113 sharesChange vs previous 13F +312,333 shares
0.11% of the 13F portfolio, value $1,578,660.
13F-HR 0001104659-25-041935 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 960,780 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,229,798.
13F-HR 0001104659-25-012598 filed by Trek Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).