Skip to content
Disclosery

TradeWell Securities, LLC.: AAPL position timeline

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

TradeWell Securities, LLC. held 150,071 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,071 shares
    Change vs previous 13F -3,276 shares

    15.5% of the 13F portfolio, value $43,424,674.

    13F-HR 0002085853-26-000884 filed by TradeWell Securities, 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 153,347 shares
    Change vs previous 13F -3,825 shares

    16.5% of the 13F portfolio, value $39,137,544.

    13F-HR 0002085853-26-000368 filed by TradeWell Securities, 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 157,172 shares
    Change vs previous 13F -3,606 shares

    16.63% of the 13F portfolio, value $42,728,702.

    13F-HR 0002085853-26-000225 filed by TradeWell Securities, 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 160,778 shares
    Change vs previous 13F -818 shares

    17.27% of the 13F portfolio, value $41,070,692.

    13F-HR 0002085853-25-000049 filed by TradeWell Securities, 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 161,596 shares
    Change vs previous 13F +2,713 shares

    15.86% of the 13F portfolio, value $33,154,740.

    13F-HR 0002085853-25-000007 filed by TradeWell Securities, 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 158,883 shares
    Change vs previous 13F -711 shares

    19.44% of the 13F portfolio, value $35,292,646.

    13F-HR 0001667731-25-000561 filed by TradeWell Securities, 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 159,594 shares
    Change vs previous 13F not available

    20.7% of the 13F portfolio, value $39,965,640.

    13F-HR 0001667731-25-000560 filed by TradeWell Securities, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).