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Disclosery

Gradient Capital Advisors, LLC: FEZ position timeline

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

Gradient Capital Advisors, LLC held 15,216 FEZ 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 15,216 shares
    Change vs previous 13F -269 shares

    0.24% of the 13F portfolio, value $1,045,035.

    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 15,485 shares
    Change vs previous 13F -494 shares

    0.25% of the 13F portfolio, value $961,309.

    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 15,979 shares
    Change vs previous 13F -2,202 shares

    0.27% of the 13F portfolio, value $1,028,888.

    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 18,181 shares
    Change vs previous 13F -223 shares

    0.3% of the 13F portfolio, value $1,129,404.

    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 18,404 shares
    Change vs previous 13F +3,569 shares

    0.32% of the 13F portfolio, value $1,099,271.

    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 14,835 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $807,172.

    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).