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Disclosery

Trek Financial, LLC: UMC position timeline

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

Trek Financial, LLC held 24,037 UMC 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 24,037 shares
    Change vs previous 13F -9,501 shares

    0.03% of the 13F portfolio, value $654,047.

    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 33,538 shares
    Change vs previous 13F +7,891 shares

    0.02% of the 13F portfolio, value $301,171.

    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 25,647 shares
    Change vs previous 13F +5,308 shares

    0.01% of the 13F portfolio, value $201,585.

    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 20,339 shares
    Change vs previous 13F +9,093 shares

    0.01% of the 13F portfolio, value $154,170.

    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 11,246 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $86,032.

    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).