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Tradition Wealth Management, LLC: DBEF position timeline

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

Tradition Wealth Management, LLC held 261,372 DBEF 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 261,372 shares
    Change vs previous 13F -11,174 shares

    0.87% of the 13F portfolio, value $14,278,748.

    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 272,546 shares
    Change vs previous 13F -194,568 shares

    0.96% of the 13F portfolio, value $13,463,762.

    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 467,114 shares
    Change vs previous 13F -14,346 shares

    1.61% of the 13F portfolio, value $22,472,830.

    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 481,460 shares
    Change vs previous 13F -86,154 shares

    1.65% of the 13F portfolio, value $22,349,354.

    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 567,614 shares
    Change vs previous 13F +19,178 shares

    1.98% of the 13F portfolio, value $24,833,133.

    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 548,436 shares
    Change vs previous 13F +13,575 shares

    2.09% of the 13F portfolio, value $23,747,265.

    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 534,861 shares
    Change vs previous 13F +6,106 shares

    1.95% of the 13F portfolio, value $22,143,251.

    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 528,755 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $22,218,288.

    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).