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Tradition Wealth Management, LLC: IQLT position timeline

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

Tradition Wealth Management, LLC held 22,640 IQLT 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 22,640 shares
    Change vs previous 13F -107 shares

    0.07% of the 13F portfolio, value $1,121,791.

    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 22,747 shares
    Change vs previous 13F -4,892 shares

    0.07% of the 13F portfolio, value $1,051,614.

    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 27,639 shares
    Change vs previous 13F +95 shares

    0.09% of the 13F portfolio, value $1,256,176.

    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 27,544 shares
    Change vs previous 13F -16,090 shares

    0.09% of the 13F portfolio, value $1,217,153.

    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 43,634 shares
    Change vs previous 13F -2,071 shares

    0.15% of the 13F portfolio, value $1,885,881.

    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 45,705 shares
    Change vs previous 13F -1,648 shares

    0.16% of the 13F portfolio, value $1,814,028.

    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 47,353 shares
    Change vs previous 13F -2,176 shares

    0.15% of the 13F portfolio, value $1,757,753.

    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 49,529 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,054,961.

    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).