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Disclosery

TradeWell Securities, LLC.: VOO position timeline

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

TradeWell Securities, LLC. held 109,390 VOO 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 109,390 shares
    Change vs previous 13F +1,687 shares

    26.82% of the 13F portfolio, value $75,129,892.

    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 107,703 shares
    Change vs previous 13F +2,983 shares

    27.11% of the 13F portfolio, value $64,308,086.

    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 104,720 shares
    Change vs previous 13F +1,359 shares

    25.56% of the 13F portfolio, value $65,672,847.

    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 103,361 shares
    Change vs previous 13F +2,684 shares

    26.7% of the 13F portfolio, value $63,522,724.

    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 100,677 shares
    Change vs previous 13F +1,254 shares

    27.35% of the 13F portfolio, value $57,187,355.

    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 99,423 shares
    Change vs previous 13F -1,989 shares

    28.15% of the 13F portfolio, value $51,094,622.

    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 101,412 shares
    Change vs previous 13F not available

    28.3% of the 13F portfolio, value $54,641,783.

    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).