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Tradition Wealth Management, LLC: HDEF position timeline

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

Tradition Wealth Management, LLC held 65,661 HDEF 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 65,661 shares
    Change vs previous 13F -282 shares

    0.13% of the 13F portfolio, value $2,110,346.

    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 65,943 shares
    Change vs previous 13F -2,865 shares

    0.15% of the 13F portfolio, value $2,137,217.

    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 68,808 shares
    Change vs previous 13F -325 shares

    0.15% of the 13F portfolio, value $2,132,359.

    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 69,133 shares
    Change vs previous 13F -9 shares

    0.15% of the 13F portfolio, value $2,033,903.

    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 69,142 shares
    Change vs previous 13F -57 shares

    0.16% of the 13F portfolio, value $1,995,437.

    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 69,199 shares
    Change vs previous 13F -4,906 shares

    0.17% of the 13F portfolio, value $1,878,052.

    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 74,105 shares
    Change vs previous 13F -6,324 shares

    0.16% of the 13F portfolio, value $1,800,001.

    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 80,429 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,162,734.

    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).