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Gradient Capital Advisors, LLC: SPDW position timeline

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

Gradient Capital Advisors, LLC held 309,462 SPDW 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 309,462 shares
    Change vs previous 13F -5,606 shares

    3.61% of the 13F portfolio, value $15,593,790.

    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 315,068 shares
    Change vs previous 13F -6,931 shares

    3.73% of the 13F portfolio, value $14,382,854.

    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 321,999 shares
    Change vs previous 13F -12,842 shares

    3.69% of the 13F portfolio, value $14,299,976.

    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 334,841 shares
    Change vs previous 13F -1,781 shares

    3.84% of the 13F portfolio, value $14,327,846.

    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 336,622 shares
    Change vs previous 13F -10,917 shares

    4.03% of the 13F portfolio, value $13,629,825.

    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 347,539 shares
    Change vs previous 13F +13,080 shares

    4.13% of the 13F portfolio, value $12,653,895.

    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 334,459 shares
    Change vs previous 13F +18,416 shares

    3.68% of the 13F portfolio, value $11,415,086.

    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 316,043 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $11,870,575.

    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).