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Tradition Wealth Management, LLC: IBB position timeline

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

Tradition Wealth Management, LLC held 62,184 IBB 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 62,184 shares
    Change vs previous 13F +2,023 shares

    0.72% of the 13F portfolio, value $11,826,840.

    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 60,161 shares
    Change vs previous 13F +2,577 shares

    0.72% of the 13F portfolio, value $10,158,107.

    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 57,584 shares
    Change vs previous 13F +178 shares

    0.7% of the 13F portfolio, value $9,718,451.

    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 57,406 shares
    Change vs previous 13F -656 shares

    0.61% of the 13F portfolio, value $8,287,773.

    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 58,062 shares
    Change vs previous 13F +245 shares

    0.59% of the 13F portfolio, value $7,345,411.

    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 57,817 shares
    Change vs previous 13F +1,967 shares

    0.65% of the 13F portfolio, value $7,394,850.

    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 55,850 shares
    Change vs previous 13F +3 shares

    0.65% of the 13F portfolio, value $7,383,894.

    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 55,847 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $8,131,360.

    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).