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Gradient Investments LLC: ITOT position timeline

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

Gradient Investments LLC held 2,453 ITOT 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 2,453 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $407,952.

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

  2. period ended2026-06-30
    13F 2,450 shares
    Change vs previous 13F +447 shares

    0.01% of the 13F portfolio, value $402,404.

    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 2,003 shares
    Change vs previous 13F -108 shares

    <0.01% of the 13F portfolio, value $285,306.

    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 2,111 shares
    Change vs previous 13F +307 shares

    <0.01% of the 13F portfolio, value $313,886.

    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 1,804 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $262,685.

    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 1,710 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $230,872.

    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 1,669 shares
    Change vs previous 13F -99 shares

    <0.01% of the 13F portfolio, value $203,592.

    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 1,768 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,464.

    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).