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Disclosery

Gradient Investments LLC: AVUS position timeline

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

Gradient Investments LLC held 547,307 AVUS 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 547,307 shares
    Change vs previous 13F +63,805 shares

    1% of the 13F portfolio, value $70,104,605.

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

  2. period ended2026-06-30
    13F 483,502 shares
    Change vs previous 13F +125,746 shares

    0.85% of the 13F portfolio, value $61,926,932.

    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 357,756 shares
    Change vs previous 13F +58,944 shares

    0.62% of the 13F portfolio, value $39,775,356.

    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 298,812 shares
    Change vs previous 13F +109,512 shares

    0.53% of the 13F portfolio, value $33,401,239.

    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 189,300 shares
    Change vs previous 13F +92,996 shares

    0.34% of the 13F portfolio, value $20,576,875.

    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 96,304 shares
    Change vs previous 13F +50,921 shares

    0.18% of the 13F portfolio, value $9,709,335.

    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 45,383 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,192,482.

    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).