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Tradition Wealth Management, LLC: XLK position timeline

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

Tradition Wealth Management, LLC held 11,546 XLK 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 11,546 shares
    Change vs previous 13F +53 shares

    0.13% of the 13F portfolio, value $2,199,732.

    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 11,493 shares
    Change vs previous 13F -745 shares

    0.11% of the 13F portfolio, value $1,527,362.

    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 12,238 shares
    Change vs previous 13F +5,842 shares

    0.13% of the 13F portfolio, value $1,761,852.

    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 6,396 shares
    Change vs previous 13F -466 shares

    0.13% of the 13F portfolio, value $1,802,771.

    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 6,862 shares
    Change vs previous 13F -216 shares

    0.14% of the 13F portfolio, value $1,737,653.

    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 7,078 shares
    Change vs previous 13F +7 shares

    0.13% of the 13F portfolio, value $1,461,424.

    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 7,071 shares
    Change vs previous 13F -24 shares

    0.14% of the 13F portfolio, value $1,644,085.

    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 7,095 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,601,734.

    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).