Gradient Investments LLC: ISEP position timeline

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

Gradient Investments LLC held 0 ISEP shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -787,334 shares
13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 787,334 shares
Change vs previous 13F +18,821 shares
0.4% of the 13F portfolio, value $25,816,682.
13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 768,513 shares
Change vs previous 13F +20,979 shares
0.4% of the 13F portfolio, value $25,049,143.
13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 747,534 shares
Change vs previous 13F +19,580 shares
0.4% of the 13F portfolio, value $23,822,189.
13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 727,954 shares
Change vs previous 13F not available
0.41% of the 13F portfolio, value $22,504,625.
13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).