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Disclosery

Gradient Investments LLC: HODL position timeline

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

Gradient Investments LLC held 666,950 HODL 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 666,950 shares
    Change vs previous 13F -255,424 shares

    0.23% of the 13F portfolio, value $15,753,353.

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

  2. period ended2026-06-30
    13F 922,374 shares
    Change vs previous 13F +297,606 shares

    0.21% of the 13F portfolio, value $15,320,632.

    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 624,768 shares
    Change vs previous 13F +69,320 shares

    0.19% of the 13F portfolio, value $11,970,555.

    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 555,448 shares
    Change vs previous 13F +108,509 shares

    0.22% of the 13F portfolio, value $13,736,229.

    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 446,939 shares
    Change vs previous 13F +99,031 shares

    0.24% of the 13F portfolio, value $14,467,415.

    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 347,908 shares
    Change vs previous 13F +43,892 shares

    0.19% of the 13F portfolio, value $10,600,757.

    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 304,016 shares
    Change vs previous 13F +248,161 shares

    0.14% of the 13F portfolio, value $7,086,613.

    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 55,855 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,904,432.

    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).