Skip to content
Disclosery

Tradition Wealth Management, LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradition Wealth Management, LLC on AIQ, newest first. How the timeline and the estimate are built.

Tradition Wealth Management, LLC held 54,861 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,861 shares
    Change vs previous 13F +4,141 shares

    0.22% of the 13F portfolio, value $3,599,418.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth 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 ended2026-03-31
    13F 50,720 shares
    Change vs previous 13F +7,084 shares

    0.17% of the 13F portfolio, value $2,367,099.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth 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 ended2025-12-31
    13F 43,636 shares
    Change vs previous 13F +2,891 shares

    0.16% of the 13F portfolio, value $2,219,346.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth 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 ended2025-09-30
    13F 40,745 shares
    Change vs previous 13F +1,788 shares

    0.15% of the 13F portfolio, value $2,012,414.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth 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 ended2025-06-30
    13F 38,957 shares
    Change vs previous 13F +1,133 shares

    0.14% of the 13F portfolio, value $1,702,046.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth 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 ended2025-03-31
    13F 37,824 shares
    Change vs previous 13F +3,088 shares

    0.12% of the 13F portfolio, value $1,376,049.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth 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 ended2024-12-31
    13F 34,736 shares
    Change vs previous 13F +27,837 shares

    0.12% of the 13F portfolio, value $1,342,199.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,899 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $256,436.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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