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Gradient Capital Advisors, LLC: DFSV position timeline

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

Gradient Capital Advisors, LLC held 209,792 DFSV 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 209,792 shares
    Change vs previous 13F +6,198 shares

    1.88% of the 13F portfolio, value $8,137,840.

    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 203,594 shares
    Change vs previous 13F +5,963 shares

    1.85% of the 13F portfolio, value $7,133,934.

    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 197,631 shares
    Change vs previous 13F +17,255 shares

    1.68% of the 13F portfolio, value $6,500,084.

    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 180,376 shares
    Change vs previous 13F +7,944 shares

    1.54% of the 13F portfolio, value $5,743,172.

    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 172,432 shares
    Change vs previous 13F +33,299 shares

    1.5% of the 13F portfolio, value $5,074,674.

    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 139,133 shares
    Change vs previous 13F +24,442 shares

    1.28% of the 13F portfolio, value $3,916,594.

    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 114,691 shares
    Change vs previous 13F +21,406 shares

    1.14% of the 13F portfolio, value $3,530,189.

    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 93,285 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,873,178.

    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).