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Disclosery

TradeWell Securities, LLC.: XLK position timeline

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

TradeWell Securities, LLC. held 154,489 XLK 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 154,489 shares
    Change vs previous 13F -4,006 shares

    10.51% of the 13F portfolio, value $29,433,183.

    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 158,495 shares
    Change vs previous 13F -1,894 shares

    8.89% of the 13F portfolio, value $21,087,808.

    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 160,389 shares
    Change vs previous 13F +76,328 shares

    8.99% of the 13F portfolio, value $23,091,201.

    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 84,061 shares
    Change vs previous 13F -1,408 shares

    10.06% of the 13F portfolio, value $23,925,343.

    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 85,469 shares
    Change vs previous 13F -736 shares

    10.35% of the 13F portfolio, value $21,643,332.

    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 86,205 shares
    Change vs previous 13F +143 shares

    9.8% of the 13F portfolio, value $17,799,577.

    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 86,062 shares
    Change vs previous 13F not available

    10.37% of the 13F portfolio, value $20,011,097.

    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).