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Disclosery

Gradient Investments LLC: CLOZ position timeline

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

Gradient Investments LLC held 304,237 CLOZ 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 304,237 shares
    Change vs previous 13F +1,484 shares

    0.11% of the 13F portfolio, value $8,001,429.

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

  2. period ended2026-06-30
    13F 302,753 shares
    Change vs previous 13F +8,563 shares

    0.11% of the 13F portfolio, value $7,998,728.

    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 294,190 shares
    Change vs previous 13F +8,612 shares

    0.12% of the 13F portfolio, value $7,545,969.

    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 285,578 shares
    Change vs previous 13F +4,914 shares

    0.12% of the 13F portfolio, value $7,562,098.

    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 280,664 shares
    Change vs previous 13F -213,966 shares

    0.13% of the 13F portfolio, value $7,527,398.

    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 494,630 shares
    Change vs previous 13F +7,342 shares

    0.24% of the 13F portfolio, value $13,226,416.

    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 487,288 shares
    Change vs previous 13F +30,365 shares

    0.26% of the 13F portfolio, value $12,947,237.

    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 456,923 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $12,314,078.

    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).