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Disclosery

Trek Financial, LLC: TSLA position timeline

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

Trek Financial, LLC held 14,089 TSLA 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 14,089 shares
    Change vs previous 13F +220 shares

    0.29% of the 13F portfolio, value $5,926,023.

    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 13,869 shares
    Change vs previous 13F -10,626 shares

    0.27% of the 13F portfolio, value $5,155,968.

    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 24,495 shares
    Change vs previous 13F -2,693 shares

    0.64% of the 13F portfolio, value $11,016,094.

    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 27,188 shares
    Change vs previous 13F +12,316 shares

    0.72% of the 13F portfolio, value $12,091,248.

    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 14,872 shares
    Change vs previous 13F -9,044 shares

    0.32% of the 13F portfolio, value $4,724,383.

    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 23,916 shares
    Change vs previous 13F +2,978 shares

    0.45% of the 13F portfolio, value $6,198,188.

    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 20,938 shares
    Change vs previous 13F +12,064 shares

    0.63% of the 13F portfolio, value $8,455,785.

    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 8,874 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,321,823.

    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).