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Gradient Capital Advisors, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gradient Capital Advisors, LLC on DFAE, newest first. How the timeline and the estimate are built.

Gradient Capital Advisors, LLC held 56,704 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,704 shares
    Change vs previous 13F -2,044 shares

    0.53% of the 13F portfolio, value $2,280,068.

    13F-HR 0001727917-26-000006 filed by Gradient Capital Advisors, 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 58,748 shares
    Change vs previous 13F -3,475 shares

    0.52% of the 13F portfolio, value $1,989,207.

    13F-HR 0001727917-26-000004 filed by Gradient Capital Advisors, 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 62,223 shares
    Change vs previous 13F -3,400 shares

    0.52% of the 13F portfolio, value $2,026,603.

    13F-HR 0001727917-26-000002 filed by Gradient Capital Advisors, 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 65,623 shares
    Change vs previous 13F -6,120 shares

    0.55% of the 13F portfolio, value $2,069,093.

    13F-HR 0001727917-25-000011 filed by Gradient Capital Advisors, 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 71,743 shares
    Change vs previous 13F -1,222 shares

    0.61% of the 13F portfolio, value $2,076,960.

    13F-HR 0001727917-25-000009 filed by Gradient Capital Advisors, 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 72,965 shares
    Change vs previous 13F +4,515 shares

    0.62% of the 13F portfolio, value $1,889,064.

    13F-HR 0001727917-25-000005 filed by Gradient Capital Advisors, 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 68,450 shares
    Change vs previous 13F +3,151 shares

    0.56% of the 13F portfolio, value $1,736,577.

    13F-HR 0001727917-25-000002 filed by Gradient Capital Advisors, 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 65,299 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,789,846.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).