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Trek Financial, LLC: TMUS position timeline

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

Trek Financial, LLC held 10,686 TMUS 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 10,686 shares
    Change vs previous 13F +917 shares

    0.09% of the 13F portfolio, value $1,792,332.

    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 9,769 shares
    Change vs previous 13F +2,438 shares

    0.11% of the 13F portfolio, value $2,051,769.

    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 7,331 shares
    Change vs previous 13F -618 shares

    0.09% of the 13F portfolio, value $1,488,460.

    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 7,949 shares
    Change vs previous 13F +1,602 shares

    0.11% of the 13F portfolio, value $1,902,927.

    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 6,347 shares
    Change vs previous 13F -12,215 shares

    0.1% of the 13F portfolio, value $1,512,203.

    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 18,562 shares
    Change vs previous 13F +11,904 shares

    0.36% of the 13F portfolio, value $4,950,570.

    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 6,658 shares
    Change vs previous 13F -14,387 shares

    0.11% of the 13F portfolio, value $1,469,644.

    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 21,045 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,342,856.

    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).