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Tradition Wealth Management, LLC: FNDX position timeline

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

Tradition Wealth Management, LLC held 635,786 FNDX 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 635,786 shares
    Change vs previous 13F +20,670 shares

    1.21% of the 13F portfolio, value $19,772,948.

    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 615,116 shares
    Change vs previous 13F +41,033 shares

    1.22% of the 13F portfolio, value $17,130,976.

    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 574,083 shares
    Change vs previous 13F +8,860 shares

    1.12% of the 13F portfolio, value $15,620,786.

    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 565,223 shares
    Change vs previous 13F +1,126 shares

    1.1% of the 13F portfolio, value $14,865,369.

    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 564,097 shares
    Change vs previous 13F +2,856 shares

    1.11% of the 13F portfolio, value $13,842,947.

    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 561,241 shares
    Change vs previous 13F +13,511 shares

    1.17% of the 13F portfolio, value $13,250,904.

    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 547,730 shares
    Change vs previous 13F +365,467 shares

    1.14% of the 13F portfolio, value $12,970,247.

    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 182,263 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $13,079,226.

    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).