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Disclosery

Trek Financial, LLC: STRL position timeline

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

Trek Financial, LLC held 2,373 STRL 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 2,373 shares
    Change vs previous 13F +886 shares

    0.1% of the 13F portfolio, value $1,991,801.

    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 1,487 shares
    Change vs previous 13F -212 shares

    0.03% of the 13F portfolio, value $605,610.

    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 1,699 shares
    Change vs previous 13F -149 shares

    0.03% of the 13F portfolio, value $520,285.

    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 1,848 shares
    Change vs previous 13F +133 shares

    0.04% of the 13F portfolio, value $627,729.

    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 1,715 shares
    Change vs previous 13F -848 shares

    0.03% of the 13F portfolio, value $395,702.

    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 2,563 shares
    Change vs previous 13F +709 shares

    0.02% of the 13F portfolio, value $290,157.

    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 1,854 shares
    Change vs previous 13F -764 shares

    0.02% of the 13F portfolio, value $312,306.

    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 2,618 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $379,662.

    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).