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TradeWell Securities, LLC.: FXO position timeline

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

TradeWell Securities, LLC. held 161,354 FXO 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 161,354 shares
    Change vs previous 13F +12,046 shares

    3.6% of the 13F portfolio, value $10,078,195.

    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 149,308 shares
    Change vs previous 13F +15,795 shares

    3.53% of the 13F portfolio, value $8,374,930.

    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 133,513 shares
    Change vs previous 13F +14,428 shares

    3.14% of the 13F portfolio, value $8,057,491.

    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 119,085 shares
    Change vs previous 13F +12,254 shares

    2.94% of the 13F portfolio, value $6,992,696.

    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 106,831 shares
    Change vs previous 13F +3,426 shares

    2.86% of the 13F portfolio, value $5,988,954.

    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 103,405 shares
    Change vs previous 13F +3,077 shares

    3.02% of the 13F portfolio, value $5,480,485.

    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 100,328 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $5,430,769.

    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).