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Disclosery

TradeWell Securities, LLC.: UYLD position timeline

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

TradeWell Securities, LLC. held 35,708 UYLD 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 35,708 shares
    Change vs previous 13F +3,166 shares

    0.65% of the 13F portfolio, value $1,821,277.

    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 32,542 shares
    Change vs previous 13F +1,360 shares

    0.7% of the 13F portfolio, value $1,665,245.

    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 31,182 shares
    Change vs previous 13F +2,194 shares

    0.62% of the 13F portfolio, value $1,594,802.

    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 28,988 shares
    Change vs previous 13F +5,639 shares

    0.62% of the 13F portfolio, value $1,483,153.

    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 23,349 shares
    Change vs previous 13F +411 shares

    0.57% of the 13F portfolio, value $1,192,416.

    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 22,938 shares
    Change vs previous 13F +3,915 shares

    0.65% of the 13F portfolio, value $1,171,886.

    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 19,023 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $971,385.

    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).