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Tradition Wealth Management, LLC: XEL position timeline

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

Tradition Wealth Management, LLC held 30,610 XEL 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 30,610 shares
    Change vs previous 13F -503 shares

    0.15% of the 13F portfolio, value $2,457,959.

    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 31,113 shares
    Change vs previous 13F +256 shares

    0.18% of the 13F portfolio, value $2,471,656.

    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 30,857 shares
    Change vs previous 13F +83 shares

    0.16% of the 13F portfolio, value $2,279,128.

    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 30,774 shares
    Change vs previous 13F +3,288 shares

    0.18% of the 13F portfolio, value $2,481,912.

    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 27,486 shares
    Change vs previous 13F +165 shares

    0.15% of the 13F portfolio, value $1,871,794.

    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 27,321 shares
    Change vs previous 13F +77 shares

    0.17% of the 13F portfolio, value $1,934,055.

    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 27,244 shares
    Change vs previous 13F +3,527 shares

    0.16% of the 13F portfolio, value $1,839,493.

    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 23,717 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,548,688.

    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).