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Disclosery

Tradition Wealth Management, LLC: SVM position timeline

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

Tradition Wealth Management, LLC held 16,000 SVM 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 16,000 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $161,600.

    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 16,065 shares
    Change vs previous 13F -6,481 shares

    0.01% of the 13F portfolio, value $172,538.

    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 22,546 shares
    Change vs previous 13F +5,100 shares

    0.01% of the 13F portfolio, value $188,034.

    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 17,446 shares
    Change vs previous 13F -5,500 shares

    0.01% of the 13F portfolio, value $110,259.

    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 22,946 shares
    Change vs previous 13F +7,000 shares

    0.01% of the 13F portfolio, value $96,832.

    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 15,946 shares
    Change vs previous 13F +750 shares

    0.01% of the 13F portfolio, value $61,711.

    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 15,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $45,588.

    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).