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Tradition Wealth Management, LLC: BBUS position timeline

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

Tradition Wealth Management, LLC held 414,000 BBUS 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 414,000 shares
    Change vs previous 13F +17,359 shares

    3.41% of the 13F portfolio, value $55,774,102.

    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 396,641 shares
    Change vs previous 13F +39,071 shares

    3.31% of the 13F portfolio, value $46,478,367.

    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 357,570 shares
    Change vs previous 13F +20,450 shares

    3.16% of the 13F portfolio, value $44,091,952.

    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 337,120 shares
    Change vs previous 13F +17,346 shares

    3.01% of the 13F portfolio, value $40,676,899.

    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 319,774 shares
    Change vs previous 13F +24,334 shares

    2.86% of the 13F portfolio, value $35,789,142.

    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 295,440 shares
    Change vs previous 13F +135,763 shares

    2.62% of the 13F portfolio, value $29,806,909.

    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 159,677 shares
    Change vs previous 13F +32,003 shares

    1.49% of the 13F portfolio, value $16,912,963.

    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 127,674 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $13,224,441.

    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).