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Tradition Wealth Management, LLC: PFEB position timeline

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

Tradition Wealth Management, LLC held 57,691 PFEB 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 57,691 shares
    Change vs previous 13F -1,047 shares

    0.15% of the 13F portfolio, value $2,484,174.

    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 58,738 shares
    Change vs previous 13F -5,368 shares

    0.17% of the 13F portfolio, value $2,355,394.

    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 64,106 shares
    Change vs previous 13F -1,736 shares

    0.19% of the 13F portfolio, value $2,610,326.

    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 65,842 shares
    Change vs previous 13F -4,885 shares

    0.19% of the 13F portfolio, value $2,613,269.

    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 70,727 shares
    Change vs previous 13F -3,646 shares

    0.21% of the 13F portfolio, value $2,688,333.

    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 74,373 shares
    Change vs previous 13F +1,982 shares

    0.23% of the 13F portfolio, value $2,664,041.

    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 72,391 shares
    Change vs previous 13F -7,750 shares

    0.23% of the 13F portfolio, value $2,663,989.

    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 80,141 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,888,282.

    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).