Gradient Investments LLC
FollowFiler group, 3 members, built by the linking rules
Gradient Investments LLC is a filer group of 3 members, 3 of them filing 13F reports, with 8 filings between them.
Members
Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).
| Member | Kind | Quarters | Evidence |
|---|---|---|---|
| Gradient Investments LLCCIK 1542265 | 13F filer | all |
|
| Jones & Associates Premier Financial Solutions LLCCIK 2026124 | 13F filer | from Q1 2026 |
|
| Providence Wealth Management, LLCCIK 2107815 | 13F filer | from Q1 2026 |
|
Filings of the group
The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-NT 0002026124-26-000005 | Quarter ended 2026-09-30 | 2026-10-01 | ||
| 13F-NT 0002107815-26-000004 | Quarter ended 2026-06-30 | 2026-07-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001542265-26-000005 | Quarter ended 2026-06-30 | 2026-07-08 | acceptance time not in the bulk data set | |
| 13F-NT 0002026124-26-000003 | Quarter ended 2026-06-30 | 2026-07-08 | acceptance time not in the bulk data set | |
| 13F-NT 0002107815-26-000002 | Quarter ended 2026-03-31 | 2026-05-04 | acceptance time not in the bulk data set | |
| 13F-NT 0002026124-26-000002 | Quarter ended 2026-03-31 | 2026-04-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001542265-26-000003 | Quarter ended 2026-03-31 | 2026-04-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001542265-13-000004 | Quarter ended 2013-06-30 | 2013-07-19 | acceptance time not in the bulk data set |