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Disclosery

TradeWell Securities, LLC.: FLDR position timeline

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

TradeWell Securities, LLC. held 36,024 FLDR 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 36,024 shares
    Change vs previous 13F +2,865 shares

    0.64% of the 13F portfolio, value $1,805,138.

    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 33,159 shares
    Change vs previous 13F +2,369 shares

    0.7% of the 13F portfolio, value $1,659,055.

    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 30,790 shares
    Change vs previous 13F +3,219 shares

    0.6% of the 13F portfolio, value $1,546,604.

    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 27,571 shares
    Change vs previous 13F +5,743 shares

    0.58% of the 13F portfolio, value $1,385,048.

    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 21,828 shares
    Change vs previous 13F +204 shares

    0.52% of the 13F portfolio, value $1,092,946.

    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 21,624 shares
    Change vs previous 13F +3,671 shares

    0.6% of the 13F portfolio, value $1,083,784.

    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 17,953 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $896,406.

    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).