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Disclosery

Gradient Investments LLC: IWY position timeline

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

Gradient Investments LLC held 17,358 IWY 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 17,358 shares
    Change vs previous 13F +839 shares

    0.07% of the 13F portfolio, value $5,118,901.

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

  2. period ended2026-06-30
    13F 16,519 shares
    Change vs previous 13F +1,446 shares

    0.07% of the 13F portfolio, value $4,800,753.

    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 15,073 shares
    Change vs previous 13F +9,111 shares

    0.06% of the 13F portfolio, value $3,750,765.

    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 5,962 shares
    Change vs previous 13F +1,710 shares

    0.03% of the 13F portfolio, value $1,651,116.

    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 4,252 shares
    Change vs previous 13F +1,003 shares

    0.02% of the 13F portfolio, value $1,163,560.

    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 3,249 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $800,911.

    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).