Skip to content
Disclosery

Gradient Capital Advisors, LLC: DFAX position timeline

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

Gradient Capital Advisors, LLC held 147,029 DFAX 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 147,029 shares
    Change vs previous 13F +3,131 shares

    1.25% of the 13F portfolio, value $5,416,566.

    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 143,898 shares
    Change vs previous 13F +1,257 shares

    1.27% of the 13F portfolio, value $4,888,227.

    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 142,641 shares
    Change vs previous 13F +1,176 shares

    1.2% of the 13F portfolio, value $4,668,656.

    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 141,465 shares
    Change vs previous 13F +7,716 shares

    1.19% of the 13F portfolio, value $4,439,168.

    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 133,749 shares
    Change vs previous 13F +1,349 shares

    1.16% of the 13F portfolio, value $3,928,195.

    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 132,400 shares
    Change vs previous 13F +9,648 shares

    1.13% of the 13F portfolio, value $3,468,880.

    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 122,752 shares
    Change vs previous 13F +7,847 shares

    0.98% of the 13F portfolio, value $3,051,611.

    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 114,905 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,103,586.

    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).