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Disclosery

Gradient Investments LLC: IVV position timeline

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

Gradient Investments LLC held 54,326 IVV 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 54,326 shares
    Change vs previous 13F -4,364 shares

    0.59% of the 13F portfolio, value $41,605,911.

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

  2. period ended2026-06-30
    13F 58,690 shares
    Change vs previous 13F +2,486 shares

    0.61% of the 13F portfolio, value $43,952,644.

    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 56,204 shares
    Change vs previous 13F +29,074 shares

    0.57% of the 13F portfolio, value $36,713,312.

    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 27,130 shares
    Change vs previous 13F +1,782 shares

    0.29% of the 13F portfolio, value $18,582,557.

    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 25,348 shares
    Change vs previous 13F +4,444 shares

    0.28% of the 13F portfolio, value $16,965,178.

    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 20,904 shares
    Change vs previous 13F +7,573 shares

    0.24% of the 13F portfolio, value $12,979,048.

    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 13,331 shares
    Change vs previous 13F +12,877 shares

    0.15% of the 13F portfolio, value $7,490,868.

    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 454 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $267,372.

    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).