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Gradient Capital Advisors, LLC: DFSD position timeline

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

Gradient Capital Advisors, LLC held 257,184 DFSD 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 257,184 shares
    Change vs previous 13F +23,489 shares

    2.84% of the 13F portfolio, value $12,280,536.

    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 233,695 shares
    Change vs previous 13F +9,237 shares

    2.9% of the 13F portfolio, value $11,189,317.

    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 224,458 shares
    Change vs previous 13F +2,006 shares

    2.77% of the 13F portfolio, value $10,762,761.

    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 222,452 shares
    Change vs previous 13F +18,281 shares

    2.87% of the 13F portfolio, value $10,719,962.

    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 204,171 shares
    Change vs previous 13F -3,426 shares

    2.9% of the 13F portfolio, value $9,802,250.

    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 207,597 shares
    Change vs previous 13F +20,131 shares

    3.22% of the 13F portfolio, value $9,865,009.

    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 187,466 shares
    Change vs previous 13F +30,718 shares

    2.83% of the 13F portfolio, value $8,788,406.

    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 156,748 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $7,483,150.

    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).