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Tradition Wealth Management, LLC: BUFR position timeline

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

Tradition Wealth Management, LLC held 935,346 BUFR 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 935,346 shares
    Change vs previous 13F -142,722 shares

    2.09% of the 13F portfolio, value $34,168,189.

    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 1,078,068 shares
    Change vs previous 13F -201,982 shares

    2.59% of the 13F portfolio, value $36,406,356.

    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 1,280,050 shares
    Change vs previous 13F +31,305 shares

    3.15% of the 13F portfolio, value $43,854,513.

    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 1,248,745 shares
    Change vs previous 13F -5,808 shares

    3.09% of the 13F portfolio, value $41,733,058.

    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 1,254,553 shares
    Change vs previous 13F +12,543 shares

    3.19% of the 13F portfolio, value $39,894,785.

    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 1,242,010 shares
    Change vs previous 13F +13,104 shares

    3.24% of the 13F portfolio, value $36,875,277.

    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 1,228,906 shares
    Change vs previous 13F +48,340 shares

    3.3% of the 13F portfolio, value $37,444,766.

    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 1,180,566 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $35,287,118.

    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).