Skip to content
Disclosery

Tradition Wealth Management, LLC: IWF position timeline

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

Tradition Wealth Management, LLC held 184,576 IWF 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 184,576 shares
    Change vs previous 13F +138,126 shares

    1.4% of the 13F portfolio, value $22,918,760.

    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 46,450 shares
    Change vs previous 13F -210 shares

    1.41% of the 13F portfolio, value $19,806,420.

    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 46,660 shares
    Change vs previous 13F -319 shares

    1.59% of the 13F portfolio, value $22,084,134.

    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 46,979 shares
    Change vs previous 13F -79 shares

    1.63% of the 13F portfolio, value $22,005,209.

    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 47,058 shares
    Change vs previous 13F -203 shares

    1.6% of the 13F portfolio, value $19,979,957.

    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 47,261 shares
    Change vs previous 13F -654 shares

    1.5% of the 13F portfolio, value $17,065,401.

    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 47,915 shares
    Change vs previous 13F -813 shares

    1.7% of the 13F portfolio, value $19,241,860.

    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 48,728 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $18,291,511.

    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).