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Gradient Capital Advisors, LLC: DFLV position timeline

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

Gradient Capital Advisors, LLC held 133,859 DFLV 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 133,859 shares
    Change vs previous 13F +5,203 shares

    1.23% of the 13F portfolio, value $5,292,785.

    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 128,656 shares
    Change vs previous 13F +5,542 shares

    1.19% of the 13F portfolio, value $4,594,306.

    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 123,114 shares
    Change vs previous 13F +11,601 shares

    1.09% of the 13F portfolio, value $4,211,730.

    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 111,513 shares
    Change vs previous 13F +10,721 shares

    0.98% of the 13F portfolio, value $3,668,778.

    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 100,792 shares
    Change vs previous 13F +6,006 shares

    0.92% of the 13F portfolio, value $3,126,568.

    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 94,786 shares
    Change vs previous 13F +15,625 shares

    0.95% of the 13F portfolio, value $2,897,608.

    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 79,161 shares
    Change vs previous 13F +13,542 shares

    0.77% of the 13F portfolio, value $2,377,205.

    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 65,619 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,021,721.

    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).