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Gradient Capital Advisors, LLC: VTIP position timeline

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

Gradient Capital Advisors, LLC held 169,781 VTIP 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 169,781 shares
    Change vs previous 13F +7,901 shares

    1.98% of the 13F portfolio, value $8,528,100.

    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 161,880 shares
    Change vs previous 13F +8,497 shares

    2.1% of the 13F portfolio, value $8,085,906.

    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 153,383 shares
    Change vs previous 13F -1,119 shares

    1.96% of the 13F portfolio, value $7,586,323.

    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 154,502 shares
    Change vs previous 13F +14,433 shares

    2.1% of the 13F portfolio, value $7,822,436.

    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 140,069 shares
    Change vs previous 13F -10,943 shares

    2.08% of the 13F portfolio, value $7,041,269.

    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 151,012 shares
    Change vs previous 13F -1,594 shares

    2.46% of the 13F portfolio, value $7,535,499.

    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 152,606 shares
    Change vs previous 13F +10,713 shares

    2.38% of the 13F portfolio, value $7,389,183.

    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 141,893 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $6,996,744.

    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).