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Disclosery

Trek Financial, LLC: SHY position timeline

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

Trek Financial, LLC held 30,162 SHY 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 30,162 shares
    Change vs previous 13F -6,714 shares

    0.12% of the 13F portfolio, value $2,476,566.

    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 36,876 shares
    Change vs previous 13F -4,721 shares

    0.16% of the 13F portfolio, value $3,044,875.

    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 41,597 shares
    Change vs previous 13F -1,009 shares

    0.2% of the 13F portfolio, value $3,445,080.

    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 42,606 shares
    Change vs previous 13F +12,427 shares

    0.21% of the 13F portfolio, value $3,534,586.

    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 30,179 shares
    Change vs previous 13F -27,724 shares

    0.17% of the 13F portfolio, value $2,500,645.

    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 57,903 shares
    Change vs previous 13F +9,243 shares

    0.35% of the 13F portfolio, value $4,790,354.

    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 48,660 shares
    Change vs previous 13F -17,076 shares

    0.3% of the 13F portfolio, value $3,989,183.

    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 65,736 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,465,987.

    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).