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Disclosery

TradeWell Securities, LLC.: IVV position timeline

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

TradeWell Securities, LLC. held 11,737 IVV 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 11,737 shares
    Change vs previous 13F -283 shares

    3.14% of the 13F portfolio, value $8,789,499.

    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 12,020 shares
    Change vs previous 13F +214 shares

    3.31% of the 13F portfolio, value $7,851,474.

    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 11,806 shares
    Change vs previous 13F -96 shares

    3.15% of the 13F portfolio, value $8,086,233.

    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 11,902 shares
    Change vs previous 13F -133 shares

    3.36% of the 13F portfolio, value $7,996,001.

    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 12,035 shares
    Change vs previous 13F +130 shares

    3.57% of the 13F portfolio, value $7,472,522.

    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 11,905 shares
    Change vs previous 13F -336 shares

    3.68% of the 13F portfolio, value $6,689,578.

    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 12,241 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $7,206,054.

    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).