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Tradition Wealth Management, LLC: OBDC position timeline

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

Tradition Wealth Management, LLC held 163,876 OBDC 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 163,876 shares
    Change vs previous 13F -1,126 shares

    0.11% of the 13F portfolio, value $1,781,327.

    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 165,002 shares
    Change vs previous 13F +1,217 shares

    0.13% of the 13F portfolio, value $1,824,917.

    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 163,785 shares
    Change vs previous 13F -51,843 shares

    0.15% of the 13F portfolio, value $2,035,853.

    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 215,628 shares
    Change vs previous 13F +12,217 shares

    0.2% of the 13F portfolio, value $2,753,574.

    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 203,411 shares
    Change vs previous 13F +1,722 shares

    0.23% of the 13F portfolio, value $2,916,919.

    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 201,689 shares
    Change vs previous 13F +3,779 shares

    0.26% of the 13F portfolio, value $2,956,761.

    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 197,910 shares
    Change vs previous 13F +65,969 shares

    0.26% of the 13F portfolio, value $2,992,401.

    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 131,941 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,922,387.

    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).