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Tradition Wealth Management, LLC: IPO position timeline

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

Tradition Wealth Management, LLC held 139,827 IPO 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 139,827 shares
    Change vs previous 13F +1,499 shares

    0.51% of the 13F portfolio, value $8,308,548.

    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 138,328 shares
    Change vs previous 13F +2,830 shares

    0.41% of the 13F portfolio, value $5,793,197.

    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 135,498 shares
    Change vs previous 13F -998 shares

    0.44% of the 13F portfolio, value $6,185,467.

    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 136,496 shares
    Change vs previous 13F -151 shares

    0.5% of the 13F portfolio, value $6,764,758.

    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 136,647 shares
    Change vs previous 13F -733 shares

    0.49% of the 13F portfolio, value $6,140,932.

    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 137,380 shares
    Change vs previous 13F +6,723 shares

    0.45% of the 13F portfolio, value $5,158,612.

    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 130,657 shares
    Change vs previous 13F -3,069 shares

    0.5% of the 13F portfolio, value $5,692,933.

    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 133,726 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,734,150.

    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).