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Tradition Wealth Management, LLC: SUSA position timeline

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

Tradition Wealth Management, LLC held 3,134 SUSA 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 3,134 shares
    Change vs previous 13F -14 shares

    0.03% of the 13F portfolio, value $483,560.

    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 3,148 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $415,830.

    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 3,167 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $441,287.

    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 3,163 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $429,016.

    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 3,162 shares
    Change vs previous 13F -26 shares

    0.03% of the 13F portfolio, value $400,728.

    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 3,188 shares
    Change vs previous 13F +327 shares

    0.03% of the 13F portfolio, value $366,190.

    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 2,861 shares
    Change vs previous 13F -454 shares

    0.03% of the 13F portfolio, value $347,922.

    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 3,315 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $399,057.

    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).