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Tradition Wealth Management, LLC: UFEB position timeline

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

Tradition Wealth Management, LLC held 5,842 UFEB 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 5,842 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $225,793.

    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 5,863 shares
    Change vs previous 13F -525 shares

    0.02% of the 13F portfolio, value $212,827.

    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 6,388 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $234,983.

    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 6,395 shares
    Change vs previous 13F -1,140 shares

    0.02% of the 13F portfolio, value $228,877.

    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 7,535 shares
    Change vs previous 13F -1,513 shares

    0.02% of the 13F portfolio, value $258,531.

    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 9,048 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $293,065.

    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).