Tradition Wealth Management, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradition Wealth Management, LLC on V, newest first. How the timeline and the estimate are built.
Tradition Wealth Management, LLC held 5,153 V shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 5,153 sharesChange vs previous 13F -9 shares
0.11% of the 13F portfolio, value $1,767,988.
13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,162 sharesChange vs previous 13F +125 shares
0.11% of the 13F portfolio, value $1,560,140.
13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,037 sharesChange vs previous 13F -77 shares
0.13% of the 13F portfolio, value $1,766,522.
13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,114 sharesChange vs previous 13F -44 shares
0.13% of the 13F portfolio, value $1,745,751.
13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,158 sharesChange vs previous 13F +185 shares
0.15% of the 13F portfolio, value $1,831,365.
13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,973 sharesChange vs previous 13F +159 shares
0.15% of the 13F portfolio, value $1,742,937.
13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,814 sharesChange vs previous 13F -1 shares
0.13% of the 13F portfolio, value $1,521,498.
13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,815 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $1,323,955.
13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).