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Disclosery

Trek Financial, LLC: T position timeline

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

Trek Financial, LLC held 20,644 T 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 20,644 shares
    Change vs previous 13F +1,714 shares

    0.02% of the 13F portfolio, value $427,322.

    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 18,930 shares
    Change vs previous 13F +2,182 shares

    0.03% of the 13F portfolio, value $548,781.

    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 16,748 shares
    Change vs previous 13F -43,367 shares

    0.02% of the 13F portfolio, value $416,020.

    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 60,115 shares
    Change vs previous 13F -114,359 shares

    0.1% of the 13F portfolio, value $1,697,642.

    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 174,474 shares
    Change vs previous 13F +115,368 shares

    0.34% of the 13F portfolio, value $5,049,266.

    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 59,106 shares
    Change vs previous 13F +39,542 shares

    0.12% of the 13F portfolio, value $1,671,516.

    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 19,564 shares
    Change vs previous 13F -913 shares

    0.03% of the 13F portfolio, value $445,472.

    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 20,477 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $450,494.

    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).