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Gradient Capital Advisors, LLC: DFGP position timeline

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

Gradient Capital Advisors, LLC held 234,833 DFGP 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 234,833 shares
    Change vs previous 13F +17,831 shares

    2.96% of the 13F portfolio, value $12,789,005.

    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 217,002 shares
    Change vs previous 13F +52,666 shares

    3.04% of the 13F portfolio, value $11,715,938.

    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 164,336 shares
    Change vs previous 13F +79,779 shares

    2.29% of the 13F portfolio, value $8,885,648.

    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 84,557 shares
    Change vs previous 13F +71,733 shares

    1.26% of the 13F portfolio, value $4,698,832.

    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 12,824 shares
    Change vs previous 13F +7,682 shares

    0.21% of the 13F portfolio, value $698,780.

    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 5,142 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $274,737.

    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 5,142 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $271,652.

    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).