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Disclosery

TradeWell Securities, LLC.: FV position timeline

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

TradeWell Securities, LLC. held 54,063 FV 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 54,063 shares
    Change vs previous 13F -2,360 shares

    1.46% of the 13F portfolio, value $4,102,299.

    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 56,423 shares
    Change vs previous 13F -4,403 shares

    1.47% of the 13F portfolio, value $3,481,014.

    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 60,826 shares
    Change vs previous 13F -3,449 shares

    1.51% of the 13F portfolio, value $3,866,594.

    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 64,275 shares
    Change vs previous 13F -3,446 shares

    1.67% of the 13F portfolio, value $3,973,472.

    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 67,721 shares
    Change vs previous 13F -18,199 shares

    1.92% of the 13F portfolio, value $4,013,169.

    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 85,920 shares
    Change vs previous 13F -4,400 shares

    2.6% of the 13F portfolio, value $4,713,593.

    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 90,320 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $5,334,315.

    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).