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Tradition Wealth Management, LLC: POCT position timeline

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

Tradition Wealth Management, LLC held 31,690 POCT 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 31,690 shares
    Change vs previous 13F -1,042 shares

    0.09% of the 13F portfolio, value $1,470,733.

    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 32,732 shares
    Change vs previous 13F -15,090 shares

    0.1% of the 13F portfolio, value $1,411,077.

    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 47,822 shares
    Change vs previous 13F -3,427 shares

    0.15% of the 13F portfolio, value $2,100,342.

    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 51,249 shares
    Change vs previous 13F -2,932 shares

    0.16% of the 13F portfolio, value $2,208,832.

    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 54,181 shares
    Change vs previous 13F -2,400 shares

    0.18% of the 13F portfolio, value $2,237,675.

    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 56,581 shares
    Change vs previous 13F -1,050 shares

    0.19% of the 13F portfolio, value $2,198,172.

    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 57,631 shares
    Change vs previous 13F +51,055 shares

    0.2% of the 13F portfolio, value $2,280,251.

    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 6,576 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $256,135.

    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).