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Disclosery

Gradient Investments LLC: DSI position timeline

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

Gradient Investments LLC held 46,505 DSI 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 46,505 shares
    Change vs previous 13F +1,547 shares

    0.1% of the 13F portfolio, value $6,798,039.

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

  2. period ended2026-06-30
    13F 44,958 shares
    Change vs previous 13F +1,713 shares

    0.09% of the 13F portfolio, value $6,401,636.

    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 43,245 shares
    Change vs previous 13F -506 shares

    0.08% of the 13F portfolio, value $5,240,890.

    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 43,751 shares
    Change vs previous 13F +2,441 shares

    0.09% of the 13F portfolio, value $5,636,399.

    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 41,310 shares
    Change vs previous 13F -641 shares

    0.09% of the 13F portfolio, value $5,202,987.

    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 41,951 shares
    Change vs previous 13F -7,667 shares

    0.09% of the 13F portfolio, value $4,873,079.

    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 49,618 shares
    Change vs previous 13F -2,426 shares

    0.1% of the 13F portfolio, value $5,081,370.

    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 52,044 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,737,906.

    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).