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Gradient Investments LLC: GSY position timeline

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

Gradient Investments LLC held 1,034,881 GSY 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 1,034,881 shares
    Change vs previous 13F +683 shares

    0.74% of the 13F portfolio, value $51,671,624.

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

  2. period ended2026-06-30
    13F 1,034,198 shares
    Change vs previous 13F -65,876 shares

    0.72% of the 13F portfolio, value $51,865,008.

    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 1,100,074 shares
    Change vs previous 13F -309,542 shares

    0.85% of the 13F portfolio, value $55,135,692.

    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 1,409,616 shares
    Change vs previous 13F -28,572 shares

    1.12% of the 13F portfolio, value $70,833,181.

    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 1,438,188 shares
    Change vs previous 13F -14,479 shares

    1.21% of the 13F portfolio, value $72,246,064.

    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 1,452,667 shares
    Change vs previous 13F -36,711 shares

    1.33% of the 13F portfolio, value $72,836,748.

    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 1,489,378 shares
    Change vs previous 13F +83,813 shares

    1.51% of the 13F portfolio, value $74,647,641.

    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 1,405,565 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $70,432,837.

    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).