Skip to content
Disclosery

Tradition Wealth Management, LLC: VGT position timeline

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

Tradition Wealth Management, LLC held 52,732 VGT 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 52,732 shares
    Change vs previous 13F +48,140 shares

    0.39% of the 13F portfolio, value $6,302,548.

    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 4,592 shares
    Change vs previous 13F +356 shares

    0.23% of the 13F portfolio, value $3,204,005.

    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 4,236 shares
    Change vs previous 13F +107 shares

    0.23% of the 13F portfolio, value $3,192,662.

    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 4,129 shares
    Change vs previous 13F +391 shares

    0.23% of the 13F portfolio, value $3,083,087.

    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 3,738 shares
    Change vs previous 13F +281 shares

    0.2% of the 13F portfolio, value $2,479,056.

    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 3,457 shares
    Change vs previous 13F +975 shares

    0.16% of the 13F portfolio, value $1,875,058.

    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 2,482 shares
    Change vs previous 13F +425 shares

    0.14% of the 13F portfolio, value $1,543,439.

    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 2,057 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,206,361.

    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).