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Disclosery

Gradient Investments LLC: IBTH position timeline

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

Gradient Investments LLC held 251,359 IBTH 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 251,359 shares
    Change vs previous 13F +111,945 shares

    0.08% of the 13F portfolio, value $5,610,340.

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

  2. period ended2026-06-30
    13F 139,414 shares
    Change vs previous 13F -7,195 shares

    0.04% of the 13F portfolio, value $3,118,697.

    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 146,609 shares
    Change vs previous 13F -21,974 shares

    0.05% of the 13F portfolio, value $3,288,430.

    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 168,583 shares
    Change vs previous 13F +123,697 shares

    0.06% of the 13F portfolio, value $3,788,071.

    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 44,886 shares
    Change vs previous 13F -7,601 shares

    0.02% of the 13F portfolio, value $1,010,837.

    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 52,487 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $1,180,429.

    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 52,429 shares
    Change vs previous 13F -8,918 shares

    0.02% of the 13F portfolio, value $1,175,454.

    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 61,347 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,361,701.

    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).