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Disclosery

Tradition Wealth Management, LLC: IUSB position timeline

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

Tradition Wealth Management, LLC held 163,704 IUSB 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 163,704 shares
    Change vs previous 13F +72,340 shares

    0.46% of the 13F portfolio, value $7,554,946.

    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 91,364 shares
    Change vs previous 13F +2,225 shares

    0.3% of the 13F portfolio, value $4,220,119.

    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 89,139 shares
    Change vs previous 13F +704 shares

    0.3% of the 13F portfolio, value $4,148,550.

    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 88,435 shares
    Change vs previous 13F -35,494 shares

    0.31% of the 13F portfolio, value $4,130,785.

    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 123,929 shares
    Change vs previous 13F -32,025 shares

    0.46% of the 13F portfolio, value $5,729,226.

    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 155,954 shares
    Change vs previous 13F +2,519 shares

    0.63% of the 13F portfolio, value $7,186,362.

    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 153,435 shares
    Change vs previous 13F -25,987 shares

    0.61% of the 13F portfolio, value $6,935,244.

    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 179,422 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $8,454,386.

    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).