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Tradition Wealth Management, LLC: VBR position timeline

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

Tradition Wealth Management, LLC held 70,187 VBR 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 70,187 shares
    Change vs previous 13F +596 shares

    1.04% of the 13F portfolio, value $17,054,689.

    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 69,591 shares
    Change vs previous 13F +1,796 shares

    1.08% of the 13F portfolio, value $15,118,716.

    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 67,795 shares
    Change vs previous 13F -1,240 shares

    1.03% of the 13F portfolio, value $14,358,310.

    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 69,035 shares
    Change vs previous 13F -1,076 shares

    1.07% of the 13F portfolio, value $14,408,195.

    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 70,111 shares
    Change vs previous 13F +1,874 shares

    1.09% of the 13F portfolio, value $13,672,369.

    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 68,237 shares
    Change vs previous 13F +427 shares

    1.12% of the 13F portfolio, value $12,711,960.

    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 67,810 shares
    Change vs previous 13F +273 shares

    1.18% of the 13F portfolio, value $13,438,633.

    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 67,537 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $13,560,138.

    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).