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Disclosery

Tradition Wealth Management, LLC: CWI position timeline

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

Tradition Wealth Management, LLC held 37,808 CWI 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 37,808 shares
    Change vs previous 13F +410 shares

    0.09% of the 13F portfolio, value $1,537,632.

    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 37,398 shares
    Change vs previous 13F -676 shares

    0.1% of the 13F portfolio, value $1,368,401.

    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 38,074 shares
    Change vs previous 13F +509 shares

    0.1% of the 13F portfolio, value $1,367,626.

    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 37,565 shares
    Change vs previous 13F -216 shares

    0.1% of the 13F portfolio, value $1,311,781.

    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 37,781 shares
    Change vs previous 13F +967 shares

    0.1% of the 13F portfolio, value $1,233,938.

    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 36,814 shares
    Change vs previous 13F +1,500 shares

    0.1% of the 13F portfolio, value $1,088,965.

    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 35,314 shares
    Change vs previous 13F -611 shares

    0.09% of the 13F portfolio, value $986,677.

    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 35,925 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,093,563.

    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).