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Disclosery

Gradient Investments LLC: IBTG position timeline

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

Gradient Investments LLC held 253,328 IBTG 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 253,328 shares
    Change vs previous 13F +112,212 shares

    0.08% of the 13F portfolio, value $5,796,154.

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

  2. period ended2026-06-30
    13F 141,116 shares
    Change vs previous 13F -7,278 shares

    0.04% of the 13F portfolio, value $3,230,152.

    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 148,394 shares
    Change vs previous 13F -22,627 shares

    0.05% of the 13F portfolio, value $3,400,440.

    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 171,021 shares
    Change vs previous 13F -9,729 shares

    0.06% of the 13F portfolio, value $3,912,117.

    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 180,750 shares
    Change vs previous 13F -19,776 shares

    0.07% of the 13F portfolio, value $4,148,216.

    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 200,526 shares
    Change vs previous 13F +7,268 shares

    0.08% of the 13F portfolio, value $4,598,057.

    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 193,258 shares
    Change vs previous 13F -24,635 shares

    0.09% of the 13F portfolio, value $4,433,332.

    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 217,893 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,970,138.

    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).