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Gradient Capital Advisors, LLC: VV position timeline

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

Gradient Capital Advisors, LLC held 24,826 VV 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 24,826 shares
    Change vs previous 13F -387 shares

    1.98% of the 13F portfolio, value $8,537,870.

    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 25,213 shares
    Change vs previous 13F -110 shares

    1.95% of the 13F portfolio, value $7,534,871.

    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 25,323 shares
    Change vs previous 13F -1,675 shares

    2.05% of the 13F portfolio, value $7,971,644.

    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 26,998 shares
    Change vs previous 13F -4,560 shares

    2.23% of the 13F portfolio, value $8,311,569.

    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 31,558 shares
    Change vs previous 13F +12,145 shares

    2.66% of the 13F portfolio, value $9,003,465.

    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 19,413 shares
    Change vs previous 13F -51 shares

    1.63% of the 13F portfolio, value $4,989,694.

    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 19,464 shares
    Change vs previous 13F 0 shares

    1.69% of the 13F portfolio, value $5,249,410.

    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 19,464 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $5,124,646.

    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).