Tradition Wealth Management, LLC: QQQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradition Wealth Management, LLC on QQQ, newest first. How the timeline and the estimate are built.
Tradition Wealth Management, LLC held 34,830 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 34,830 sharesChange vs previous 13F +230 shares
1.57% of the 13F portfolio, value $25,649,099.
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 34,600 sharesChange vs previous 13F -79 shares
1.42% of the 13F portfolio, value $19,970,653.
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 34,679 sharesChange vs previous 13F -93 shares
1.53% of the 13F portfolio, value $21,303,357.
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 34,772 sharesChange vs previous 13F +55 shares
1.54% of the 13F portfolio, value $20,876,267.
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 34,717 sharesChange vs previous 13F +934 shares
1.53% of the 13F portfolio, value $19,151,325.
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 33,783 sharesChange vs previous 13F +618 shares
1.39% of the 13F portfolio, value $15,841,349.
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 33,165 sharesChange vs previous 13F +1,226 shares
1.49% of the 13F portfolio, value $16,954,880.
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 31,939 sharesChange vs previous 13F not available
1.39% of the 13F portfolio, value $15,588,425.
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).