Tradition Wealth Management, LLC: DRUP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradition Wealth Management, LLC on DRUP, newest first. How the timeline and the estimate are built.
Tradition Wealth Management, LLC held 23,926 DRUP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 23,926 sharesChange vs previous 13F -1,952 shares
0.09% of the 13F portfolio, value $1,486,302.
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 25,878 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $1,416,443.
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 25,878 sharesChange vs previous 13F -200 shares
0.12% of the 13F portfolio, value $1,728,081.
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 26,078 sharesChange vs previous 13F +77 shares
0.13% of the 13F portfolio, value $1,700,233.
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 26,001 sharesChange vs previous 13F -700 shares
0.13% of the 13F portfolio, value $1,618,367.
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 26,701 sharesChange vs previous 13F -351 shares
0.12% of the 13F portfolio, value $1,387,993.
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).
- period ended2024-12-3113F 27,052 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $1,528,568.
13F-HR 0001843010-25-000001 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 ended2024-09-3013F 27,052 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $1,444,847.
13F-HR 0001843010-24-000004 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).