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Disclosery

Trek Financial, LLC: UDEC position timeline

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

Trek Financial, LLC held 78,712 UDEC 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 78,712 shares
    Change vs previous 13F -12,178 shares

    0.16% of the 13F portfolio, value $3,280,724.

    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 90,890 shares
    Change vs previous 13F -3,983 shares

    0.19% of the 13F portfolio, value $3,530,168.

    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 94,873 shares
    Change vs previous 13F -46,258 shares

    0.22% of the 13F portfolio, value $3,760,766.

    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 141,131 shares
    Change vs previous 13F -27,616 shares

    0.32% of the 13F portfolio, value $5,415,196.

    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 168,747 shares
    Change vs previous 13F +34,820 shares

    0.41% of the 13F portfolio, value $6,149,141.

    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 133,927 shares
    Change vs previous 13F +108,578 shares

    0.33% of the 13F portfolio, value $4,593,696.

    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 25,349 shares
    Change vs previous 13F +10,464 shares

    0.07% of the 13F portfolio, value $889,496.

    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 14,885 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $520,912.

    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).