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Disclosery

Gradient Investments LLC: DFUS position timeline

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

Gradient Investments LLC held 74,546 DFUS 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 74,546 shares
    Change vs previous 13F -7,453 shares

    0.09% of the 13F portfolio, value $6,189,538.

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

  2. period ended2026-06-30
    13F 81,999 shares
    Change vs previous 13F -10,818 shares

    0.09% of the 13F portfolio, value $6,718,998.

    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 92,817 shares
    Change vs previous 13F +5,562 shares

    0.1% of the 13F portfolio, value $6,581,653.

    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 87,255 shares
    Change vs previous 13F -2,876 shares

    0.1% of the 13F portfolio, value $6,471,703.

    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 90,131 shares
    Change vs previous 13F -12,552 shares

    0.11% of the 13F portfolio, value $6,529,090.

    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 102,683 shares
    Change vs previous 13F +95,605 shares

    0.13% of the 13F portfolio, value $6,881,815.

    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 7,078 shares
    Change vs previous 13F +3,141 shares

    0.01% of the 13F portfolio, value $428,077.

    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 3,937 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $250,984.

    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).