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Gradient Investments LLC: CLOI position timeline

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

Gradient Investments LLC held 273,174 CLOI 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 273,174 shares
    Change vs previous 13F -2,115 shares

    0.21% of the 13F portfolio, value $14,470,036.

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

  2. period ended2026-06-30
    13F 275,289 shares
    Change vs previous 13F +6,992 shares

    0.2% of the 13F portfolio, value $14,576,548.

    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 268,297 shares
    Change vs previous 13F +905 shares

    0.22% of the 13F portfolio, value $14,139,271.

    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 267,392 shares
    Change vs previous 13F +2,009 shares

    0.22% of the 13F portfolio, value $14,120,975.

    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 265,383 shares
    Change vs previous 13F -12,354 shares

    0.24% of the 13F portfolio, value $14,091,855.

    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 277,737 shares
    Change vs previous 13F +2,132 shares

    0.27% of the 13F portfolio, value $14,706,166.

    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 275,605 shares
    Change vs previous 13F +16,943 shares

    0.29% of the 13F portfolio, value $14,562,965.

    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 258,662 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $13,649,605.

    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).