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Tradition Wealth Management, LLC: SFLO position timeline

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

Tradition Wealth Management, LLC held 400,259 SFLO 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 400,259 shares
    Change vs previous 13F -11,796 shares

    0.84% of the 13F portfolio, value $13,688,871.

    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 412,055 shares
    Change vs previous 13F -1,665 shares

    0.88% of the 13F portfolio, value $12,374,022.

    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 413,720 shares
    Change vs previous 13F +23,853 shares

    0.88% of the 13F portfolio, value $12,198,695.

    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 389,867 shares
    Change vs previous 13F -99,064 shares

    0.84% of the 13F portfolio, value $11,349,033.

    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 488,931 shares
    Change vs previous 13F +180,583 shares

    1.02% of the 13F portfolio, value $12,814,876.

    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 308,348 shares
    Change vs previous 13F +185,340 shares

    0.67% of the 13F portfolio, value $7,563,785.

    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 123,008 shares
    Change vs previous 13F +67,029 shares

    0.29% of the 13F portfolio, value $3,279,391.

    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 55,979 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,498,568.

    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).