Tradition Wealth Management, LLC
Position in TPVG — TriplePoint Venture Growth BDC Corp.
CIK 1843010
EDINA, MN
Position in TPVG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$55,684
+$1,239 QoQ
Shares Held
11,341
+3.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 64 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TPVG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Tradition Wealth Management, LLC holds $15,372,468 across 19 Asset Management names. TPVG ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
94,789 | $3,859,808 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
163,876 | $1,781,332 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
95,446 | $1,593,948 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
30,524 | $1,227,980 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
61,227 | $1,155,353 | |
| 6 | BX |
Blackstone Inc.
|
9,682 | $1,139,280 | |
| 7 | MAIN |
Main Street Capital CORP
|
13,036 | $676,307 | |
| 8 | KKR |
KKR & Co. Inc.
|
7,215 | $662,192 |
All Filings in TPVG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,684 | 11,341 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $54,445 | 10,911 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $96,955 | 14,825 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $83,763 | 14,517 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $107,550 | 11,345 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $106,601 | 9,816 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $98,982 | 9,463 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $108,069 | 9,174 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $95,806 | 7,931 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $70,120 | 6,723 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $54,614 | 5,029 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,674 | 5,312 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $91,211 | 5,224 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $93,823 | 5,224 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $74,923 | 4,730 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $68,932 | 4,538 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $57,424 | 3,974 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $39,719 | 3,046 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||