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Disclosery

Gradient Investments LLC: EXE position timeline

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

Gradient Investments LLC held 32,919 EXE 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 32,919 shares
    Change vs previous 13F -5,446 shares

    0.04% of the 13F portfolio, value $2,768,125.

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

  2. period ended2026-06-30
    13F 38,365 shares
    Change vs previous 13F +2,870 shares

    0.05% of the 13F portfolio, value $3,498,484.

    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 35,495 shares
    Change vs previous 13F +17,997 shares

    0.06% of the 13F portfolio, value $3,896,670.

    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 17,498 shares
    Change vs previous 13F +158 shares

    0.03% of the 13F portfolio, value $1,931,106.

    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 17,340 shares
    Change vs previous 13F -651 shares

    0.03% of the 13F portfolio, value $1,842,170.

    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 17,991 shares
    Change vs previous 13F -2,358 shares

    0.04% of the 13F portfolio, value $2,103,896.

    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 20,349 shares
    Change vs previous 13F -2,310 shares

    0.05% of the 13F portfolio, value $2,265,301.

    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 22,659 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,255,659.

    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).