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Tradition Wealth Management, LLC: UAPR position timeline

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

Tradition Wealth Management, LLC held 270,688 UAPR 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 270,688 shares
    Change vs previous 13F -3,583 shares

    0.58% of the 13F portfolio, value $9,505,155.

    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 274,271 shares
    Change vs previous 13F -1,466 shares

    0.65% of the 13F portfolio, value $9,152,423.

    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 275,737 shares
    Change vs previous 13F -4,654 shares

    0.65% of the 13F portfolio, value $9,035,901.

    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 280,391 shares
    Change vs previous 13F -192 shares

    0.67% of the 13F portfolio, value $9,011,767.

    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 280,583 shares
    Change vs previous 13F -2,372 shares

    0.7% of the 13F portfolio, value $8,782,248.

    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 282,955 shares
    Change vs previous 13F -2,399 shares

    0.74% of the 13F portfolio, value $8,449,036.

    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 285,354 shares
    Change vs previous 13F -10,193 shares

    0.78% of the 13F portfolio, value $8,799,433.

    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 295,547 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $8,925,519.

    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).