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Disclosery

TradeWell Securities, LLC.: MSFT position timeline

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

TradeWell Securities, LLC. held 10,981 MSFT 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 10,981 shares
    Change vs previous 13F +827 shares

    1.46% of the 13F portfolio, value $4,096,117.

    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 10,154 shares
    Change vs previous 13F +2,504 shares

    1.57% of the 13F portfolio, value $3,728,237.

    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 7,650 shares
    Change vs previous 13F +333 shares

    1.44% of the 13F portfolio, value $3,699,702.

    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 7,317 shares
    Change vs previous 13F +349 shares

    1.6% of the 13F portfolio, value $3,802,769.

    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 6,968 shares
    Change vs previous 13F +359 shares

    1.66% of the 13F portfolio, value $3,465,795.

    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 6,609 shares
    Change vs previous 13F +896 shares

    1.37% of the 13F portfolio, value $2,481,002.

    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 5,713 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,408,070.

    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).