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Gradient Capital Advisors, LLC: DFEM position timeline

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

Gradient Capital Advisors, LLC held 222,157 DFEM 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 222,157 shares
    Change vs previous 13F -7,323 shares

    2.09% of the 13F portfolio, value $9,028,465.

    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 229,480 shares
    Change vs previous 13F -824 shares

    2.06% of the 13F portfolio, value $7,928,524.

    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 230,304 shares
    Change vs previous 13F +2,844 shares

    1.96% of the 13F portfolio, value $7,618,454.

    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 227,460 shares
    Change vs previous 13F -3,002 shares

    1.96% of the 13F portfolio, value $7,294,651.

    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 230,462 shares
    Change vs previous 13F -45 shares

    2.02% of the 13F portfolio, value $6,840,099.

    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 230,507 shares
    Change vs previous 13F +16,060 shares

    1.99% of the 13F portfolio, value $6,099,210.

    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 214,447 shares
    Change vs previous 13F +13,372 shares

    1.81% of the 13F portfolio, value $5,616,354.

    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 201,075 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $5,660,254.

    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).