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Tradition Wealth Management, LLC: XTEN position timeline

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

Tradition Wealth Management, LLC held 63,484 XTEN 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 63,484 shares
    Change vs previous 13F -27,603 shares

    0.18% of the 13F portfolio, value $2,893,592.

    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 91,087 shares
    Change vs previous 13F +1,702 shares

    0.3% of the 13F portfolio, value $4,177,263.

    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 89,385 shares
    Change vs previous 13F -722 shares

    0.3% of the 13F portfolio, value $4,131,394.

    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 90,107 shares
    Change vs previous 13F -4,537 shares

    0.31% of the 13F portfolio, value $4,201,676.

    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 94,644 shares
    Change vs previous 13F +51,904 shares

    0.35% of the 13F portfolio, value $4,368,788.

    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 42,740 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,990,424.

    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).