Tradition Wealth Management, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradition Wealth Management, LLC on DIS, newest first. How the timeline and the estimate are built.
Tradition Wealth Management, LLC held 2,740 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,740 sharesChange vs previous 13F +104 shares
0.02% of the 13F portfolio, value $263,749.
13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,636 sharesChange vs previous 13F +105 shares
0.02% of the 13F portfolio, value $254,082.
13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,531 sharesChange vs previous 13F +13 shares
0.02% of the 13F portfolio, value $288,003.
13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,518 sharesChange vs previous 13F -15 shares
0.02% of the 13F portfolio, value $288,362.
13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,533 sharesChange vs previous 13F -13 shares
0.03% of the 13F portfolio, value $314,112.
13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,546 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $251,306.
13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).