Skip to content
Disclosery

Tradition Wealth Management, LLC: SOLV position timeline

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

Tradition Wealth Management, LLC held 4,405 SOLV 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 4,405 shares
    Change vs previous 13F -236 shares

    0.02% of the 13F portfolio, value $339,846.

    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 4,641 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $303,057.

    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 4,577 shares
    Change vs previous 13F -1,331 shares

    0.03% of the 13F portfolio, value $362,681.

    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 5,908 shares
    Change vs previous 13F -1,256 shares

    0.03% of the 13F portfolio, value $431,284.

    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 7,164 shares
    Change vs previous 13F -1,666 shares

    0.04% of the 13F portfolio, value $543,318.

    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 8,830 shares
    Change vs previous 13F +143 shares

    0.06% of the 13F portfolio, value $671,433.

    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 8,687 shares
    Change vs previous 13F -1,839 shares

    0.05% of the 13F portfolio, value $573,863.

    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 10,526 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $733,873.

    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).