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Disclosery

Tradition Wealth Management, LLC: USMV position timeline

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

Tradition Wealth Management, LLC held 31,864 USMV 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 31,864 shares
    Change vs previous 13F -1,364 shares

    0.19% of the 13F portfolio, value $3,073,567.

    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 33,228 shares
    Change vs previous 13F -4,609 shares

    0.22% of the 13F portfolio, value $3,081,605.

    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 37,837 shares
    Change vs previous 13F -13,143 shares

    0.26% of the 13F portfolio, value $3,562,742.

    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 50,980 shares
    Change vs previous 13F -45,842 shares

    0.36% of the 13F portfolio, value $4,850,231.

    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 96,822 shares
    Change vs previous 13F -614 shares

    0.73% of the 13F portfolio, value $9,088,721.

    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 97,436 shares
    Change vs previous 13F -37,313 shares

    0.8% of the 13F portfolio, value $9,125,831.

    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 134,749 shares
    Change vs previous 13F +1,652 shares

    1.05% of the 13F portfolio, value $11,964,371.

    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 133,097 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $12,153,109.

    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).