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TradeWell Securities, LLC.: TFC position timeline

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

TradeWell Securities, LLC. held 5,176 TFC 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 5,176 shares
    Change vs previous 13F +31 shares

    0.09% of the 13F portfolio, value $257,879.

    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 5,145 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $236,530.

    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 5,116 shares
    Change vs previous 13F +31 shares

    0.1% of the 13F portfolio, value $251,752.

    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 5,085 shares
    Change vs previous 13F -118 shares

    0.1% of the 13F portfolio, value $231,725.

    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 5,203 shares
    Change vs previous 13F +54 shares

    0.11% of the 13F portfolio, value $223,677.

    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 5,149 shares
    Change vs previous 13F -162 shares

    0.12% of the 13F portfolio, value $211,876.

    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 5,311 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $230,389.

    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).