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Tradition Wealth Management, LLC: FNDF position timeline

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

Tradition Wealth Management, LLC held 476,515 FNDF 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 476,515 shares
    Change vs previous 13F -16,286 shares

    1.54% of the 13F portfolio, value $25,140,906.

    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 492,801 shares
    Change vs previous 13F +5,874 shares

    1.72% of the 13F portfolio, value $24,112,777.

    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 486,927 shares
    Change vs previous 13F -9,200 shares

    1.58% of the 13F portfolio, value $22,013,961.

    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 496,127 shares
    Change vs previous 13F -14,066 shares

    1.58% of the 13F portfolio, value $21,313,636.

    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 510,193 shares
    Change vs previous 13F -17,957 shares

    1.63% of the 13F portfolio, value $20,417,905.

    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 528,150 shares
    Change vs previous 13F +22,746 shares

    1.68% of the 13F portfolio, value $19,087,343.

    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 505,404 shares
    Change vs previous 13F -231,372 shares

    1.48% of the 13F portfolio, value $16,784,453.

    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 736,776 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $27,533,305.

    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).