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Gradient Investments LLC: INVH position timeline

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

Gradient Investments LLC held 35,056 INVH 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 35,056 shares
    Change vs previous 13F -16,296 shares

    0.01% of the 13F portfolio, value $923,037.

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

  2. period ended2026-06-30
    13F 51,352 shares
    Change vs previous 13F -940 shares

    0.02% of the 13F portfolio, value $1,551,346.

    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 52,292 shares
    Change vs previous 13F -652 shares

    0.02% of the 13F portfolio, value $1,299,446.

    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 52,944 shares
    Change vs previous 13F +2,997 shares

    0.02% of the 13F portfolio, value $1,471,318.

    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 49,947 shares
    Change vs previous 13F -587 shares

    0.02% of the 13F portfolio, value $1,464,946.

    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 50,534 shares
    Change vs previous 13F -1,545 shares

    0.03% of the 13F portfolio, value $1,657,524.

    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 52,079 shares
    Change vs previous 13F -4,330 shares

    0.04% of the 13F portfolio, value $1,814,954.

    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 56,409 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,803,393.

    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).