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Disclosery

Gradient Investments LLC: CSHI position timeline

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

Gradient Investments LLC held 572,631 CSHI 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 572,631 shares
    Change vs previous 13F +7,330 shares

    0.41% of the 13F portfolio, value $28,465,501.

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

  2. period ended2026-06-30
    13F 565,301 shares
    Change vs previous 13F +54,911 shares

    0.39% of the 13F portfolio, value $28,157,652.

    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 510,390 shares
    Change vs previous 13F +28,872 shares

    0.39% of the 13F portfolio, value $25,407,193.

    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 481,518 shares
    Change vs previous 13F +19,020 shares

    0.38% of the 13F portfolio, value $23,945,886.

    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 462,498 shares
    Change vs previous 13F +32,837 shares

    0.38% of the 13F portfolio, value $22,996,798.

    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 429,661 shares
    Change vs previous 13F -2,924 shares

    0.39% of the 13F portfolio, value $21,367,053.

    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 432,585 shares
    Change vs previous 13F -96,672 shares

    0.43% of the 13F portfolio, value $21,469,216.

    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 529,257 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $26,367,603.

    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).