Tradition Wealth Management, LLC: NJUL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradition Wealth Management, LLC on NJUL, newest first. How the timeline and the estimate are built.
Tradition Wealth Management, LLC held 4,694 NJUL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,694 sharesChange vs previous 13F -3,520 shares
0.02% of the 13F portfolio, value $363,456.
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 8,214 sharesChange vs previous 13F -1,151 shares
0.04% of the 13F portfolio, value $586,600.
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 9,365 sharesChange vs previous 13F -884 shares
0.05% of the 13F portfolio, value $680,086.
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 10,249 sharesChange vs previous 13F +5,001 shares
0.05% of the 13F portfolio, value $728,771.
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 5,248 sharesChange vs previous 13F -5,785 shares
0.03% of the 13F portfolio, value $357,179.
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 11,033 sharesChange vs previous 13F -86,612 shares
0.06% of the 13F portfolio, value $662,275.
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 97,645 sharesChange vs previous 13F -2,446 shares
0.54% of the 13F portfolio, value $6,130,153.
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 100,091 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $6,087,535.
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).