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Disclosery

Gradient Investments LLC: EXR position timeline

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

Gradient Investments LLC held 134,714 EXR 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 134,714 shares
    Change vs previous 13F -15,637 shares

    0.25% of the 13F portfolio, value $17,716,257.

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

  2. period ended2026-06-30
    13F 150,351 shares
    Change vs previous 13F -12,466 shares

    0.3% of the 13F portfolio, value $21,845,931.

    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 162,817 shares
    Change vs previous 13F -9,877 shares

    0.33% of the 13F portfolio, value $21,350,165.

    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 172,694 shares
    Change vs previous 13F -2,332 shares

    0.36% of the 13F portfolio, value $22,488,149.

    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 175,026 shares
    Change vs previous 13F -55,071 shares

    0.41% of the 13F portfolio, value $24,668,133.

    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 230,097 shares
    Change vs previous 13F +6,929 shares

    0.62% of the 13F portfolio, value $33,925,554.

    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 223,168 shares
    Change vs previous 13F +23,775 shares

    0.67% of the 13F portfolio, value $33,138,170.

    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 199,393 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $29,829,120.

    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).