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Disclosery

Gradient Investments LLC: IWMI position timeline

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

Gradient Investments LLC held 159,917 IWMI 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 159,917 shares
    Change vs previous 13F -5,544 shares

    0.11% of the 13F portfolio, value $7,831,139.

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

  2. period ended2026-06-30
    13F 165,461 shares
    Change vs previous 13F +1,255 shares

    0.12% of the 13F portfolio, value $8,855,450.

    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 164,206 shares
    Change vs previous 13F +853 shares

    0.12% of the 13F portfolio, value $7,783,353.

    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 163,353 shares
    Change vs previous 13F +439 shares

    0.13% of the 13F portfolio, value $7,952,013.

    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 162,914 shares
    Change vs previous 13F +1,525 shares

    0.13% of the 13F portfolio, value $7,913,529.

    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 161,389 shares
    Change vs previous 13F +18,558 shares

    0.13% of the 13F portfolio, value $7,331,889.

    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 142,831 shares
    Change vs previous 13F +12,285 shares

    0.13% of the 13F portfolio, value $6,234,570.

    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 130,546 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,392,185.

    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).