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Tradition Wealth Management, LLC: BUFD position timeline

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

Tradition Wealth Management, LLC held 67,290 BUFD 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 67,290 shares
    Change vs previous 13F -459 shares

    0.12% of the 13F portfolio, value $1,999,859.

    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 67,749 shares
    Change vs previous 13F +4,597 shares

    0.13% of the 13F portfolio, value $1,896,972.

    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 63,152 shares
    Change vs previous 13F -3,796 shares

    0.13% of the 13F portfolio, value $1,783,412.

    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 66,948 shares
    Change vs previous 13F -13 shares

    0.14% of the 13F portfolio, value $1,850,443.

    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 66,961 shares
    Change vs previous 13F -1,903 shares

    0.14% of the 13F portfolio, value $1,778,484.

    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 68,864 shares
    Change vs previous 13F -6,062 shares

    0.15% of the 13F portfolio, value $1,718,157.

    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 74,926 shares
    Change vs previous 13F +1,003 shares

    0.17% of the 13F portfolio, value $1,912,112.

    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 73,923 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,851,032.

    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).