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Disclosery

Gradient Investments LLC: BBBS position timeline

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

Gradient Investments LLC held 969,777 BBBS 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 969,777 shares
    Change vs previous 13F -96,408 shares

    0.69% of the 13F portfolio, value $48,353,096.

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

  2. period ended2026-06-30
    13F 1,066,185 shares
    Change vs previous 13F -38,383 shares

    0.75% of the 13F portfolio, value $54,423,457.

    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 1,104,568 shares
    Change vs previous 13F +172,364 shares

    0.88% of the 13F portfolio, value $56,493,156.

    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 932,204 shares
    Change vs previous 13F +94,304 shares

    0.76% of the 13F portfolio, value $47,989,884.

    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 837,900 shares
    Change vs previous 13F +53,728 shares

    0.72% of the 13F portfolio, value $43,323,643.

    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 784,172 shares
    Change vs previous 13F +42,190 shares

    0.74% of the 13F portfolio, value $40,306,432.

    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 741,982 shares
    Change vs previous 13F -36,344 shares

    0.76% of the 13F portfolio, value $37,878,191.

    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 778,326 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $39,317,275.

    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).