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Disclosery

Trek Financial, LLC: TJUL position timeline

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

Trek Financial, LLC held 23,929 TJUL 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 23,929 shares
    Change vs previous 13F -281 shares

    0.04% of the 13F portfolio, value $723,374.

    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 24,210 shares
    Change vs previous 13F -1,009 shares

    0.04% of the 13F portfolio, value $710,844.

    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 25,219 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $746,230.

    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 25,219 shares
    Change vs previous 13F -3,250 shares

    0.04% of the 13F portfolio, value $738,538.

    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 28,469 shares
    Change vs previous 13F -379 shares

    0.05% of the 13F portfolio, value $816,776.

    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 28,848 shares
    Change vs previous 13F -5,493 shares

    0.06% of the 13F portfolio, value $809,475.

    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 34,341 shares
    Change vs previous 13F -6 shares

    0.07% of the 13F portfolio, value $953,650.

    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 34,347 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $942,482.

    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).