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Disclosery

Gradient Investments LLC: IBIT position timeline

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

Gradient Investments LLC held 97,921 IBIT 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 97,921 shares
    Change vs previous 13F +3,139 shares

    0.07% of the 13F portfolio, value $4,635,579.

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

  2. period ended2026-06-30
    13F 94,782 shares
    Change vs previous 13F +48,429 shares

    0.04% of the 13F portfolio, value $3,155,293.

    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 46,353 shares
    Change vs previous 13F +3,495 shares

    0.03% of the 13F portfolio, value $1,780,882.

    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 42,858 shares
    Change vs previous 13F +1,840 shares

    0.03% of the 13F portfolio, value $2,127,900.

    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 41,018 shares
    Change vs previous 13F +11,495 shares

    0.04% of the 13F portfolio, value $2,666,170.

    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 29,523 shares
    Change vs previous 13F +1,023 shares

    0.03% of the 13F portfolio, value $1,807,103.

    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 28,500 shares
    Change vs previous 13F +689 shares

    0.03% of the 13F portfolio, value $1,334,085.

    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 27,811 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,475,374.

    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).