Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001104659-26-059964
Filing Date
2026-05-13
Accepted
2026-05-13 10:46:56
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-05-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2116
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 219202
  Complete submission text file 0001104659-26-059964.txt   222567
Mailing Address 8355 EAST HARTFORD DRIVE SUITE 105 SCOTTSDALE AZ 85255
Business Address 8355 EAST HARTFORD DRIVE SUITE 105 SCOTTSDALE AZ 85255 480 483-1510
Trek Financial, LLC (Filer) CIK: 0001768195 (see all company filings)

EIN.: 823738447
Type: 13F-HR | Act: 34 | File No.: 028-19440 | Film No.: 26971652