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Disclosery

Gradient Investments LLC: FPE position timeline

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

Gradient Investments LLC held 449,843 FPE 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 449,843 shares
    Change vs previous 13F +12,908 shares

    0.11% of the 13F portfolio, value $7,669,823.

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

  2. period ended2026-06-30
    13F 436,935 shares
    Change vs previous 13F +12,790 shares

    0.11% of the 13F portfolio, value $7,812,391.

    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 424,145 shares
    Change vs previous 13F +4,748 shares

    0.12% of the 13F portfolio, value $7,528,566.

    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 419,397 shares
    Change vs previous 13F +5,388 shares

    0.12% of the 13F portfolio, value $7,641,419.

    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 414,009 shares
    Change vs previous 13F +5,373 shares

    0.13% of the 13F portfolio, value $7,551,518.

    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 408,636 shares
    Change vs previous 13F +6,085 shares

    0.13% of the 13F portfolio, value $7,273,714.

    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 402,551 shares
    Change vs previous 13F +27,104 shares

    0.14% of the 13F portfolio, value $7,080,872.

    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 375,447 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,645,416.

    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).