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Disclosery

Gradient Investments LLC: GS position timeline

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

Gradient Investments LLC held 63,712 GS 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 63,712 shares
    Change vs previous 13F -6,968 shares

    0.82% of the 13F portfolio, value $57,363,885.

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

  2. period ended2026-06-30
    13F 70,680 shares
    Change vs previous 13F +575 shares

    0.99% of the 13F portfolio, value $71,483,536.

    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 70,105 shares
    Change vs previous 13F -2,759 shares

    0.92% of the 13F portfolio, value $59,307,769.

    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 72,864 shares
    Change vs previous 13F -2,256 shares

    1.02% of the 13F portfolio, value $64,047,660.

    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 75,120 shares
    Change vs previous 13F -2,084 shares

    1% of the 13F portfolio, value $59,821,808.

    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 77,204 shares
    Change vs previous 13F -6,503 shares

    1% of the 13F portfolio, value $54,640,860.

    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 83,707 shares
    Change vs previous 13F +7,286 shares

    0.92% of the 13F portfolio, value $45,728,298.

    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 76,421 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $43,760,024.

    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).