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Disclosery

Gradient Investments LLC: DT position timeline

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

Gradient Investments LLC held 22,481 DT 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 22,481 shares
    Change vs previous 13F -10,926 shares

    0.02% of the 13F portfolio, value $1,298,057.

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

  2. period ended2026-06-30
    13F 33,407 shares
    Change vs previous 13F +205 shares

    0.02% of the 13F portfolio, value $1,466,901.

    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 33,202 shares
    Change vs previous 13F +120 shares

    0.02% of the 13F portfolio, value $1,227,810.

    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 33,082 shares
    Change vs previous 13F +1,603 shares

    0.02% of the 13F portfolio, value $1,433,774.

    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 31,479 shares
    Change vs previous 13F -788 shares

    0.03% of the 13F portfolio, value $1,525,158.

    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 32,267 shares
    Change vs previous 13F -454 shares

    0.03% of the 13F portfolio, value $1,781,461.

    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 32,721 shares
    Change vs previous 13F -3,090 shares

    0.03% of the 13F portfolio, value $1,542,795.

    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 35,811 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,946,328.

    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).