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Disclosery

Gradient Investments LLC: CAIE position timeline

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

Gradient Investments LLC held 305,117 CAIE 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 305,117 shares
    Change vs previous 13F -8,470 shares

    0.12% of the 13F portfolio, value $8,122,221.

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

  2. period ended2026-06-30
    13F 313,587 shares
    Change vs previous 13F +4,179 shares

    0.12% of the 13F portfolio, value $8,532,701.

    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 309,408 shares
    Change vs previous 13F -96,529 shares

    0.12% of the 13F portfolio, value $7,778,517.

    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 405,937 shares
    Change vs previous 13F +4,544 shares

    0.17% of the 13F portfolio, value $10,854,755.

    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 401,393 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $11,026,266.

    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).