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Disclosery

Gradient Investments LLC: BKR position timeline

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

Gradient Investments LLC held 342,223 BKR 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 342,223 shares
    Change vs previous 13F -3,168 shares

    0.27% of the 13F portfolio, value $18,788,032.

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

  2. period ended2026-06-30
    13F 345,391 shares
    Change vs previous 13F -47,217 shares

    0.26% of the 13F portfolio, value $19,169,207.

    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 392,608 shares
    Change vs previous 13F -64,791 shares

    0.37% of the 13F portfolio, value $23,968,732.

    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 457,399 shares
    Change vs previous 13F -14,322 shares

    0.33% of the 13F portfolio, value $20,829,961.

    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 471,721 shares
    Change vs previous 13F +12,594 shares

    0.38% of the 13F portfolio, value $22,982,232.

    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 459,127 shares
    Change vs previous 13F +96,088 shares

    0.32% of the 13F portfolio, value $17,602,943.

    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 363,039 shares
    Change vs previous 13F +38,422 shares

    0.32% of the 13F portfolio, value $15,955,561.

    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 324,617 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $13,315,789.

    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).