TradeWell Securities, LLC.
All 13F Filings
- Location
- Fort Wayne, IN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 295,694
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 52 | 295,694 | 13F-HR | TradeWell Securities, LLC. |
| Q2 2026 | 7/28/2026 | 52 | 280,129 | 13F-HR | TradeWell Securities, LLC. |
| Q1 2026 | 4/13/2026 | 50 | 237,226 | 13F-HR | TradeWell Securities, LLC. |
| Q4 2025 | 2/9/2026 | 45 | 256,904 | 13F-HR | TradeWell Securities, LLC. |
| Q3 2025 | 10/9/2025 | 45 | 237,880 | 13F-HR | TradeWell Securities, LLC. |
| Q2 2025 | 9/25/2025 | 46 | 209,098 | 13F-HR | TradeWell Securities, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 152.2 K | 51.5% | 13.4 K | 0 | 13.4 K |
| ETFs | 143.5 K | 48.5% | 2.172 K | 0 | 2.172 K |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
295,694
Holdings
52
QoQ value change ($000)
15,565
(5.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.