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Disclosery

Gradient Investments LLC: CHAT position timeline

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

Gradient Investments LLC held 213,846 CHAT 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 213,846 shares
    Change vs previous 13F -65,532 shares

    0.28% of the 13F portfolio, value $19,669,535.

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

  2. period ended2026-06-30
    13F 279,378 shares
    Change vs previous 13F -88,872 shares

    0.38% of the 13F portfolio, value $27,569,037.

    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 368,250 shares
    Change vs previous 13F +10,711 shares

    0.35% of the 13F portfolio, value $22,776,251.

    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 357,539 shares
    Change vs previous 13F +38,095 shares

    0.33% of the 13F portfolio, value $21,080,488.

    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 319,444 shares
    Change vs previous 13F +60,264 shares

    0.33% of the 13F portfolio, value $19,645,806.

    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 259,180 shares
    Change vs previous 13F +36,213 shares

    0.23% of the 13F portfolio, value $12,642,800.

    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 222,967 shares
    Change vs previous 13F +79,300 shares

    0.16% of the 13F portfolio, value $7,770,400.

    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 143,667 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,812,767.

    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).