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Disclosery

Trek Financial, LLC: VST position timeline

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

Trek Financial, LLC held 1,312 VST 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 1,312 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $208,123.

    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 1,373 shares
    Change vs previous 13F -24,166 shares

    0.01% of the 13F portfolio, value $206,403.

    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 25,539 shares
    Change vs previous 13F +24,223 shares

    0.24% of the 13F portfolio, value $4,120,207.

    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 1,316 shares
    Change vs previous 13F -513 shares

    0.02% of the 13F portfolio, value $257,831.

    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 1,829 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $354,478.

    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 1,799 shares
    Change vs previous 13F +70 shares

    0.02% of the 13F portfolio, value $211,279.

    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 1,729 shares
    Change vs previous 13F -71 shares

    0.02% of the 13F portfolio, value $238,377.

    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 1,800 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $213,372.

    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).