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Disclosery

Gradient Investments LLC: CM position timeline

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

Gradient Investments LLC held 53,966 CM 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 53,966 shares
    Change vs previous 13F -4,024 shares

    0.08% of the 13F portfolio, value $5,945,940.

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

  2. period ended2026-06-30
    13F 57,990 shares
    Change vs previous 13F +1,640 shares

    0.09% of the 13F portfolio, value $6,668,850.

    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 56,350 shares
    Change vs previous 13F +33,271 shares

    0.08% of the 13F portfolio, value $5,339,163.

    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 23,079 shares
    Change vs previous 13F +6,498 shares

    0.03% of the 13F portfolio, value $2,091,188.

    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 16,581 shares
    Change vs previous 13F +6,226 shares

    0.02% of the 13F portfolio, value $1,324,656.

    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 10,355 shares
    Change vs previous 13F +2,077 shares

    0.01% of the 13F portfolio, value $733,445.

    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 8,278 shares
    Change vs previous 13F +191 shares

    0.01% of the 13F portfolio, value $466,051.

    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 8,087 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $511,341.

    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).