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Disclosery

Gradient Capital Advisors, LLC: DFUS position timeline

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

Gradient Capital Advisors, LLC held 5,353 DFUS 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 5,353 shares
    Change vs previous 13F -11 shares

    0.1% of the 13F portfolio, value $438,625.

    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 5,364 shares
    Change vs previous 13F +262 shares

    0.1% of the 13F portfolio, value $380,361.

    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 5,102 shares
    Change vs previous 13F -82 shares

    0.1% of the 13F portfolio, value $378,415.

    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 5,184 shares
    Change vs previous 13F +21 shares

    0.1% of the 13F portfolio, value $375,529.

    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 5,163 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $346,024.

    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 5,155 shares
    Change vs previous 13F -89 shares

    0.1% of the 13F portfolio, value $311,774.

    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 5,244 shares
    Change vs previous 13F -102 shares

    0.11% of the 13F portfolio, value $334,305.

    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 5,346 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $332,521.

    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).