Skip to content
Disclosery

Trek Financial, LLC: TBI position timeline

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

Trek Financial, LLC held 21,423 TBI 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 21,423 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $149,318.

    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 21,423 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $83,764.

    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 21,423 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $97,475.

    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 21,423 shares
    Change vs previous 13F -13,850 shares

    0.01% of the 13F portfolio, value $131,323.

    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 35,273 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $228,569.

    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 35,273 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $187,300.

    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 35,273 shares
    Change vs previous 13F -4,775 shares

    0.02% of the 13F portfolio, value $296,293.

    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 40,048 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $315,979.

    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).