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Disclosery

Tradition Wealth Management, LLC: DC position timeline

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

Tradition Wealth Management, LLC held 28,413 DC 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 28,413 shares
    Change vs previous 13F -1,600 shares

    0.01% of the 13F portfolio, value $121,039.

    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 30,013 shares
    Change vs previous 13F +2,704 shares

    0.01% of the 13F portfolio, value $151,566.

    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 27,309 shares
    Change vs previous 13F +7,600 shares

    0.01% of the 13F portfolio, value $155,115.

    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 19,709 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $89,676.

    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).