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Tradition Wealth Management, LLC: PDP position timeline

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

Tradition Wealth Management, LLC held 51,631 PDP 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 51,631 shares
    Change vs previous 13F +1,412 shares

    0.48% of the 13F portfolio, value $7,833,961.

    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 50,219 shares
    Change vs previous 13F -1,261 shares

    0.43% of the 13F portfolio, value $6,063,655.

    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 51,480 shares
    Change vs previous 13F -9,009 shares

    0.43% of the 13F portfolio, value $5,992,486.

    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 60,489 shares
    Change vs previous 13F -2,029 shares

    0.53% of the 13F portfolio, value $7,140,991.

    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 62,518 shares
    Change vs previous 13F -3,085 shares

    0.54% of the 13F portfolio, value $6,788,826.

    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 65,603 shares
    Change vs previous 13F +1,725 shares

    0.58% of the 13F portfolio, value $6,559,015.

    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 63,878 shares
    Change vs previous 13F -385 shares

    0.61% of the 13F portfolio, value $6,873,919.

    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 64,263 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,635,790.

    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).