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Disclosery

TradeWell Securities, LLC.: FXR position timeline

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

TradeWell Securities, LLC. held 4,194 FXR 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 4,194 shares
    Change vs previous 13F -3,620 shares

    0.14% of the 13F portfolio, value $382,126.

    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 7,814 shares
    Change vs previous 13F -15,137 shares

    0.27% of the 13F portfolio, value $637,841.

    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 22,951 shares
    Change vs previous 13F +1,481 shares

    0.71% of the 13F portfolio, value $1,833,077.

    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 21,470 shares
    Change vs previous 13F +1,867 shares

    0.7% of the 13F portfolio, value $1,676,779.

    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 19,603 shares
    Change vs previous 13F +840 shares

    0.7% of the 13F portfolio, value $1,454,948.

    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 18,763 shares
    Change vs previous 13F +1,061 shares

    0.72% of the 13F portfolio, value $1,306,672.

    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 17,702 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,324,296.

    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).