Skip to content
Disclosery

Gradient Investments LLC: AVEM position timeline

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

Gradient Investments LLC held 1,038,908 AVEM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,038,908 shares
    Change vs previous 13F +7,464 shares

    1.4% of the 13F portfolio, value $97,678,134.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,031,444 shares
    Change vs previous 13F -112,032 shares

    1.37% of the 13F portfolio, value $99,524,018.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,143,476 shares
    Change vs previous 13F +38,107 shares

    1.43% of the 13F portfolio, value $92,141,335.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,105,369 shares
    Change vs previous 13F +34,706 shares

    1.35% of the 13F portfolio, value $85,135,485.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,070,663 shares
    Change vs previous 13F +48,134 shares

    1.34% of the 13F portfolio, value $80,417,518.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,022,529 shares
    Change vs previous 13F +7,902 shares

    1.28% of the 13F portfolio, value $70,084,157.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,014,627 shares
    Change vs previous 13F +422,452 shares

    1.23% of the 13F portfolio, value $61,050,085.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 592,175 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $34,813,941.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).