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Disclosery

Gradient Investments LLC: EFIV position timeline

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

Gradient Investments LLC held 59,810 EFIV 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 59,810 shares
    Change vs previous 13F +1,720 shares

    0.06% of the 13F portfolio, value $4,429,534.

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

  2. period ended2026-06-30
    13F 58,090 shares
    Change vs previous 13F +2,129 shares

    0.06% of the 13F portfolio, value $4,236,490.

    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 55,961 shares
    Change vs previous 13F -1,031 shares

    0.05% of the 13F portfolio, value $3,530,023.

    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 56,992 shares
    Change vs previous 13F +2,778 shares

    0.06% of the 13F portfolio, value $3,770,002.

    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 54,214 shares
    Change vs previous 13F -746 shares

    0.06% of the 13F portfolio, value $3,447,445.

    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 54,960 shares
    Change vs previous 13F -11,253 shares

    0.06% of the 13F portfolio, value $3,217,935.

    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 66,213 shares
    Change vs previous 13F -3,313 shares

    0.07% of the 13F portfolio, value $3,542,397.

    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 69,526 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,926,842.

    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).