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Disclosery

Gradient Investments LLC: CMS position timeline

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

Gradient Investments LLC held 0 CMS 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 0 shares
    Change vs previous 13F -4,010 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 4,010 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $306,765.

    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 4,012 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $311,266.

    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 4,010 shares
    Change vs previous 13F -179 shares

    <0.01% of the 13F portfolio, value $280,433.

    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 4,189 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $306,901.

    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).