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Gradient Capital Advisors, LLC: IGSB position timeline

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

Gradient Capital Advisors, LLC held 87,994 IGSB 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 87,994 shares
    Change vs previous 13F +2,432 shares

    1.07% of the 13F portfolio, value $4,611,766.

    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 85,562 shares
    Change vs previous 13F -232 shares

    1.17% of the 13F portfolio, value $4,497,139.

    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 85,794 shares
    Change vs previous 13F +2,933 shares

    1.17% of the 13F portfolio, value $4,536,787.

    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 82,861 shares
    Change vs previous 13F +10,197 shares

    1.18% of the 13F portfolio, value $4,394,119.

    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 72,664 shares
    Change vs previous 13F -8,915 shares

    1.13% of the 13F portfolio, value $3,833,753.

    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 81,579 shares
    Change vs previous 13F +3,927 shares

    1.39% of the 13F portfolio, value $4,272,292.

    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 77,652 shares
    Change vs previous 13F +13,298 shares

    1.29% of the 13F portfolio, value $4,014,608.

    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 64,354 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,388,875.

    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).