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Tradition Wealth Management, LLC: SPYM position timeline

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

Tradition Wealth Management, LLC held 221,608 SPYM 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 221,608 shares
    Change vs previous 13F +77,659 shares

    1.19% of the 13F portfolio, value $19,474,916.

    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 143,949 shares
    Change vs previous 13F +28,554 shares

    0.78% of the 13F portfolio, value $11,017,860.

    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 115,395 shares
    Change vs previous 13F +1,840 shares

    0.66% of the 13F portfolio, value $9,256,966.

    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 113,555 shares
    Change vs previous 13F -8,961 shares

    0.66% of the 13F portfolio, value $8,895,935.

    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 122,516 shares
    Change vs previous 13F -82,133 shares

    0.71% of the 13F portfolio, value $8,905,669.

    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 204,649 shares
    Change vs previous 13F -21,221 shares

    1.18% of the 13F portfolio, value $13,457,696.

    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 225,870 shares
    Change vs previous 13F -5,677 shares

    1.37% of the 13F portfolio, value $15,571,502.

    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 231,547 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $15,631,708.

    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).