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TRADITION CAPITAL MANAGEMENT LLC: TM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRADITION CAPITAL MANAGEMENT LLC on TM, newest first. How the timeline and the estimate are built.

TRADITION CAPITAL MANAGEMENT LLC held 27,375 TM shares at 2019-03-31 per its 13F-HR filed 2019-05-07.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 27,375 shares
    Change vs previous 13F +3,525 shares

    0.88% of the 13F portfolio, value $3,230,000.

    13F-HR 0001166385-19-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 23,850 shares
    Change vs previous 13F +465 shares

    0.87% of the 13F portfolio, value $2,768,000.

    13F-HR 0001166385-19-000002 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 23,385 shares
    Change vs previous 13F +1,915 shares

    0.76% of the 13F portfolio, value $2,907,000.

    13F-HR 0001166385-18-000008 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 21,470 shares
    Change vs previous 13F +585 shares

    0.79% of the 13F portfolio, value $2,765,000.

    13F-HR 0001166385-18-000006 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 20,885 shares
    Change vs previous 13F +2,085 shares

    0.78% of the 13F portfolio, value $2,722,000.

    13F-HR 0001166385-18-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 18,800 shares
    Change vs previous 13F +210 shares

    0.65% of the 13F portfolio, value $2,390,000.

    13F-HR 0001166385-18-000002 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 18,590 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,215,000.

    13F-HR 0001580642-17-005876 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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