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Disclosery

Gradient Investments LLC: EIX position timeline

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

Gradient Investments LLC held 262,806 EIX 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 262,806 shares
    Change vs previous 13F +11,523 shares

    0.2% of the 13F portfolio, value $14,120,578.

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

  2. period ended2026-06-30
    13F 251,283 shares
    Change vs previous 13F -1,322 shares

    0.26% of the 13F portfolio, value $18,707,990.

    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 252,605 shares
    Change vs previous 13F -10,451 shares

    0.29% of the 13F portfolio, value $18,485,610.

    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 263,056 shares
    Change vs previous 13F +237,999 shares

    0.25% of the 13F portfolio, value $15,788,621.

    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 25,057 shares
    Change vs previous 13F -2,597 shares

    0.02% of the 13F portfolio, value $1,385,151.

    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 27,654 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,426,946.

    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).