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Tradition Wealth Management, LLC: QUAL position timeline

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

Tradition Wealth Management, LLC held 24,569 QUAL 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 24,569 shares
    Change vs previous 13F -14,990 shares

    0.33% of the 13F portfolio, value $5,391,243.

    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 39,559 shares
    Change vs previous 13F -3,501 shares

    0.54% of the 13F portfolio, value $7,587,866.

    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 43,060 shares
    Change vs previous 13F -17,487 shares

    0.61% of the 13F portfolio, value $8,552,613.

    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 60,547 shares
    Change vs previous 13F -10,661 shares

    0.87% of the 13F portfolio, value $11,776,304.

    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 71,208 shares
    Change vs previous 13F -3,933 shares

    1.04% of the 13F portfolio, value $13,018,205.

    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 75,141 shares
    Change vs previous 13F -39,459 shares

    1.13% of the 13F portfolio, value $12,840,804.

    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 114,600 shares
    Change vs previous 13F +5,021 shares

    1.8% of the 13F portfolio, value $20,408,055.

    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 109,579 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $19,647,595.

    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).