Position in U
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$228,834
-$338,132 QoQ
Shares Held
10,430
-18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Tradition Wealth Management, LLC holds $4,808,102 across 8 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
15,633 | $1,128,077 | |
| 2 | FICO |
Fair Isaac Corp
|
835 | $997,641 | |
| 3 | SNOW |
Snowflake Inc.
|
3,237 | $823,816 | |
| 4 | MSTR |
Strategy Inc
|
6,104 | $530,620 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,490 | $445,767 | |
| 6 | SHOP |
Shopify Inc.
|
3,688 | $421,095 | |
| 7 | ADBE |
Adobe Inc.
|
1,153 | $236,388 | |
| 8 | WK |
Workiva Inc
|
4,632 | $224,698 |
All Filings in U
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,834 | 10,430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $566,966 | 12,836 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $504,704 | 12,605 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $357,966 | 14,792 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $292,008 | 14,906 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $393,472 | 17,511 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $7,965 | 250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,205 | 250 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $32,243 | 325 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $46,471 | 325 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $41,031 | 325 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,457 | 250 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $25,077 | 250 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $38,367 | 250 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||