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Disclosery

Tradition Wealth Management, LLC: THW position timeline

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

Tradition Wealth Management, LLC held 18,271 THW 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 18,271 shares
    Change vs previous 13F -892 shares

    0.01% of the 13F portfolio, value $244,827.

    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 19,163 shares
    Change vs previous 13F -2,147 shares

    0.02% of the 13F portfolio, value $223,632.

    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 21,310 shares
    Change vs previous 13F +34 shares

    0.02% of the 13F portfolio, value $272,341.

    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 21,276 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $268,084.

    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 21,222 shares
    Change vs previous 13F +5,000 shares

    0.02% of the 13F portfolio, value $217,738.

    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 16,222 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $187,040.

    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 16,222 shares
    Change vs previous 13F -23,153 shares

    0.02% of the 13F portfolio, value $178,604.

    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 39,375 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $522,506.

    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).