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Disclosery

Gradient Investments LLC: FIVE position timeline

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

Gradient Investments LLC held 9,069 FIVE 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 9,069 shares
    Change vs previous 13F -3,466 shares

    0.03% of the 13F portfolio, value $1,991,210.

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

  2. period ended2026-06-30
    13F 12,535 shares
    Change vs previous 13F -923 shares

    0.03% of the 13F portfolio, value $2,253,668.

    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 13,458 shares
    Change vs previous 13F -1,175 shares

    0.05% of the 13F portfolio, value $3,074,884.

    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 14,633 shares
    Change vs previous 13F -512 shares

    0.04% of the 13F portfolio, value $2,756,272.

    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 15,145 shares
    Change vs previous 13F -1,489 shares

    0.04% of the 13F portfolio, value $2,342,932.

    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 16,634 shares
    Change vs previous 13F +1,493 shares

    0.04% of the 13F portfolio, value $2,182,048.

    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 15,141 shares
    Change vs previous 13F -734 shares

    0.02% of the 13F portfolio, value $1,134,441.

    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 15,875 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,666,240.

    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).