Skip to content
Disclosery

Tradition Wealth Management, LLC: BUFS position timeline

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

Tradition Wealth Management, LLC held 14,260 BUFS 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 14,260 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $357,783.

    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 14,260 shares
    Change vs previous 13F +4,261 shares

    0.02% of the 13F portfolio, value $328,836.

    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 9,999 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $228,377.

    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 9,999 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $224,678.

    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).