Tradition Wealth Management, LLC: IWN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradition Wealth Management, LLC on IWN, newest first. How the timeline and the estimate are built.
Tradition Wealth Management, LLC held 12,579 IWN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 12,579 sharesChange vs previous 13F -9 shares
0.17% of the 13F portfolio, value $2,782,475.
13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,588 sharesChange vs previous 13F +110 shares
0.17% of the 13F portfolio, value $2,386,559.
13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,478 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $2,261,138.
13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,478 sharesChange vs previous 13F -29 shares
0.16% of the 13F portfolio, value $2,206,235.
13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,507 sharesChange vs previous 13F -49 shares
0.16% of the 13F portfolio, value $1,973,104.
13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,556 sharesChange vs previous 13F +4 shares
0.17% of the 13F portfolio, value $1,895,705.
13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,552 sharesChange vs previous 13F -5 shares
0.18% of the 13F portfolio, value $2,060,662.
13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,557 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $2,094,759.
13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).