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TrustWell Financial Advisors, LLC: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrustWell Financial Advisors, LLC on CEF, newest first. How the timeline and the estimate are built.

TrustWell Financial Advisors, LLC held 180,261 CEF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,261 shares
    Change vs previous 13F -2,691 shares

    6.15% of the 13F portfolio, value $7,251,900.

    13F-HR 0002133429-26-000004 filed by TrustWell Financial Advisors, 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 182,952 shares
    Change vs previous 13F -45,496 shares

    8.21% of the 13F portfolio, value $8,730,469.

    13F-HR 0002133429-26-000002 filed by TrustWell Financial Advisors, 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 228,448 shares
    Change vs previous 13F not available

    10.12% of the 13F portfolio, value $10,462,918.

    13F-HR 0002133429-26-000001 filed by TrustWell Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).