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Disclosery

TradeWell Securities, LLC.: FXD position timeline

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

TradeWell Securities, LLC. held 32,487 FXD 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 32,487 shares
    Change vs previous 13F +2,473 shares

    0.8% of the 13F portfolio, value $2,246,998.

    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 30,014 shares
    Change vs previous 13F +3,450 shares

    0.81% of the 13F portfolio, value $1,917,136.

    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 26,564 shares
    Change vs previous 13F +1,684 shares

    0.71% of the 13F portfolio, value $1,816,168.

    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 24,880 shares
    Change vs previous 13F +2,276 shares

    0.71% of the 13F portfolio, value $1,695,349.

    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 22,604 shares
    Change vs previous 13F +1,325 shares

    0.69% of the 13F portfolio, value $1,433,988.

    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 21,279 shares
    Change vs previous 13F +1,547 shares

    0.68% of the 13F portfolio, value $1,231,854.

    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 19,732 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,275,272.

    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).