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Disclosery

Gradient Investments LLC: C position timeline

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

Gradient Investments LLC held 144,234 C 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 144,234 shares
    Change vs previous 13F -5,263 shares

    0.27% of the 13F portfolio, value $18,675,355.

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

  2. period ended2026-06-30
    13F 149,497 shares
    Change vs previous 13F -2,228 shares

    0.29% of the 13F portfolio, value $20,923,586.

    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 151,725 shares
    Change vs previous 13F -3,698 shares

    0.27% of the 13F portfolio, value $17,207,112.

    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 155,423 shares
    Change vs previous 13F +132,035 shares

    0.29% of the 13F portfolio, value $18,136,310.

    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 23,388 shares
    Change vs previous 13F -4,806 shares

    0.04% of the 13F portfolio, value $2,373,882.

    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 28,194 shares
    Change vs previous 13F +23,589 shares

    0.04% of the 13F portfolio, value $2,399,873.

    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 4,605 shares
    Change vs previous 13F -926 shares

    0.01% of the 13F portfolio, value $326,909.

    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 5,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $389,348.

    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).