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Disclosery

Gradient Investments LLC: IETC position timeline

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

Gradient Investments LLC held 223,515 IETC 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 223,515 shares
    Change vs previous 13F -634,485 shares

    0.36% of the 13F portfolio, value $25,514,235.

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

  2. period ended2026-06-30
    13F 858,000 shares
    Change vs previous 13F +133,543 shares

    1.27% of the 13F portfolio, value $92,106,293.

    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 724,457 shares
    Change vs previous 13F +50,722 shares

    0.99% of the 13F portfolio, value $64,027,502.

    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 673,735 shares
    Change vs previous 13F +49,147 shares

    1.09% of the 13F portfolio, value $68,444,697.

    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 624,588 shares
    Change vs previous 13F +500,628 shares

    1.06% of the 13F portfolio, value $63,664,212.

    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 123,960 shares
    Change vs previous 13F +17,410 shares

    0.21% of the 13F portfolio, value $11,652,251.

    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 106,550 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,984,857.

    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).