TradeWell Securities, Llc.GrowthConcentrated long-term

CIK: 0002066232 | Fort Wayne, IN

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	52	$295.7M	2026-10-21	SEC ↗
Q2 2026	13F-HR	52	$280.1M	2026-07-28	SEC ↗
Q1 2026	13F-HR	50	$237.2M	2026-04-13	SEC ↗
Q4 2025	13F-HR	45	$256.9M	2026-02-09	SEC ↗
Q3 2025	13F-HR	45	$237.9M	2025-10-09	SEC ↗
Q2 2025	13F-HR	46	$209.1M	2025-09-25	SEC ↗
Q1 2025	13F-HR	43	$181.5M	2025-04-30	SEC ↗
Q4 2024	13F-HR	39	$193.1M	2025-04-30	SEC ↗