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Tradition Wealth Management, LLC: BUFG position timeline

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

Tradition Wealth Management, LLC held 169,744 BUFG 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 169,744 shares
    Change vs previous 13F +34,950 shares

    0.3% of the 13F portfolio, value $4,976,147.

    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 134,794 shares
    Change vs previous 13F +49,639 shares

    0.26% of the 13F portfolio, value $3,620,567.

    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 85,155 shares
    Change vs previous 13F +8,753 shares

    0.17% of the 13F portfolio, value $2,343,466.

    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 76,402 shares
    Change vs previous 13F +10,912 shares

    0.15% of the 13F portfolio, value $2,058,270.

    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 65,490 shares
    Change vs previous 13F +12,450 shares

    0.13% of the 13F portfolio, value $1,672,615.

    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 53,040 shares
    Change vs previous 13F +10,074 shares

    0.11% of the 13F portfolio, value $1,261,716.

    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 42,966 shares
    Change vs previous 13F +18,083 shares

    0.09% of the 13F portfolio, value $1,052,667.

    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 24,883 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $599,929.

    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).