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Disclosery

Gradient Investments LLC: FTSM position timeline

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

Gradient Investments LLC held 713,305 FTSM 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 713,305 shares
    Change vs previous 13F -20,671 shares

    0.61% of the 13F portfolio, value $42,448,810.

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

  2. period ended2026-06-30
    13F 733,976 shares
    Change vs previous 13F +71,051 shares

    0.6% of the 13F portfolio, value $43,840,359.

    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 662,925 shares
    Change vs previous 13F +34,786 shares

    0.61% of the 13F portfolio, value $39,629,655.

    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 628,139 shares
    Change vs previous 13F +22,373 shares

    0.6% of the 13F portfolio, value $37,644,372.

    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 605,766 shares
    Change vs previous 13F +182,583 shares

    0.61% of the 13F portfolio, value $36,291,457.

    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 423,183 shares
    Change vs previous 13F -3,818 shares

    0.46% of the 13F portfolio, value $25,335,988.

    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 427,001 shares
    Change vs previous 13F -107,544 shares

    0.52% of the 13F portfolio, value $25,551,731.

    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 534,545 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $31,949,738.

    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).