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Gradient Capital Advisors, LLC: DFAR position timeline

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

Gradient Capital Advisors, LLC held 219,228 DFAR 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 219,228 shares
    Change vs previous 13F +5,031 shares

    1.33% of the 13F portfolio, value $5,735,004.

    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 214,197 shares
    Change vs previous 13F +8,193 shares

    1.31% of the 13F portfolio, value $5,065,759.

    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 206,004 shares
    Change vs previous 13F +2,996 shares

    1.22% of the 13F portfolio, value $4,717,739.

    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 203,008 shares
    Change vs previous 13F +5,303 shares

    1.3% of the 13F portfolio, value $4,841,741.

    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 197,705 shares
    Change vs previous 13F +6,938 shares

    1.37% of the 13F portfolio, value $4,638,159.

    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 190,767 shares
    Change vs previous 13F +6,602 shares

    1.48% of the 13F portfolio, value $4,534,532.

    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 184,165 shares
    Change vs previous 13F +5,393 shares

    1.38% of the 13F portfolio, value $4,285,520.

    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 178,772 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $4,583,714.

    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).