Skip to content

Tradition Wealth Management, LLC: UJAN position timeline

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

Tradition Wealth Management, LLC held 12,048 UJAN 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 12,048 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $546,162.

    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 12,048 shares
    Change vs previous 13F +5,350 shares

    0.04% of the 13F portfolio, value $512,160.

    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 6,698 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $289,755.

    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 6,698 shares
    Change vs previous 13F -1,000 shares

    0.02% of the 13F portfolio, value $282,159.

    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 7,698 shares
    Change vs previous 13F -146 shares

    0.02% of the 13F portfolio, value $311,402.

    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 7,844 shares
    Change vs previous 13F -643 shares

    0.03% of the 13F portfolio, value $299,183.

    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 8,487 shares
    Change vs previous 13F -49,360 shares

    0.03% of the 13F portfolio, value $330,569.

    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 57,847 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,201,078.

    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).