Skip to content
Disclosery

Tradition Wealth Management, LLC: IVE position timeline

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

Tradition Wealth Management, LLC held 33,751 IVE 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 33,751 shares
    Change vs previous 13F -3,985 shares

    0.47% of the 13F portfolio, value $7,663,595.

    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 37,736 shares
    Change vs previous 13F +392 shares

    0.57% of the 13F portfolio, value $7,967,933.

    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 37,344 shares
    Change vs previous 13F +12,114 shares

    0.57% of the 13F portfolio, value $7,919,448.

    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 25,230 shares
    Change vs previous 13F -1,277 shares

    0.39% of the 13F portfolio, value $5,210,208.

    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 26,507 shares
    Change vs previous 13F +392 shares

    0.41% of the 13F portfolio, value $5,179,975.

    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 26,115 shares
    Change vs previous 13F +7,221 shares

    0.44% of the 13F portfolio, value $4,977,030.

    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 18,894 shares
    Change vs previous 13F +493 shares

    0.32% of the 13F portfolio, value $3,606,548.

    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 18,401 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,628,202.

    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).