Tradition Wealth Management, LLC: SDG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradition Wealth Management, LLC on SDG, newest first. How the timeline and the estimate are built.
Tradition Wealth Management, LLC held 4,706 SDG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,706 sharesChange vs previous 13F -11 shares
0.03% of the 13F portfolio, value $420,848.
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 4,717 sharesChange vs previous 13F -47 shares
0.03% of the 13F portfolio, value $396,044.
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 4,764 sharesChange vs previous 13F +29 shares
0.03% of the 13F portfolio, value $401,286.
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 4,735 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $393,919.
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 4,735 sharesChange vs previous 13F -24 shares
0.03% of the 13F portfolio, value $359,167.
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 4,759 sharesChange vs previous 13F +1,407 shares
0.03% of the 13F portfolio, value $344,528.
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 3,352 sharesChange vs previous 13F -2,051 shares
0.02% of the 13F portfolio, value $239,893.
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 5,403 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $458,132.
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).