Skip to content
Disclosery

Gradient Capital Advisors, LLC: DFAT position timeline

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

Gradient Capital Advisors, LLC held 134,622 DFAT 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 134,622 shares
    Change vs previous 13F -3,918 shares

    2.18% of the 13F portfolio, value $9,410,072.

    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 138,540 shares
    Change vs previous 13F -2,025 shares

    2.24% of the 13F portfolio, value $8,651,845.

    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 140,565 shares
    Change vs previous 13F +183 shares

    2.16% of the 13F portfolio, value $8,369,241.

    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 140,382 shares
    Change vs previous 13F +29 shares

    2.19% of the 13F portfolio, value $8,171,653.

    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 140,353 shares
    Change vs previous 13F +1,049 shares

    2.24% of the 13F portfolio, value $7,573,450.

    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 139,304 shares
    Change vs previous 13F +3,678 shares

    2.34% of the 13F portfolio, value $7,172,754.

    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 135,626 shares
    Change vs previous 13F -409 shares

    2.43% of the 13F portfolio, value $7,548,921.

    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 136,035 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $7,567,601.

    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).