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Disclosery

Gradient Investments LLC: JAAA position timeline

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

Gradient Investments LLC held 1,247,618 JAAA 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 1,247,618 shares
    Change vs previous 13F -78,139 shares

    0.9% of the 13F portfolio, value $62,967,280.

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

  2. period ended2026-06-30
    13F 1,325,757 shares
    Change vs previous 13F -81,580 shares

    0.92% of the 13F portfolio, value $66,937,491.

    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 1,407,337 shares
    Change vs previous 13F +150,314 shares

    1.1% of the 13F portfolio, value $70,887,574.

    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 1,257,023 shares
    Change vs previous 13F +92,669 shares

    1.01% of the 13F portfolio, value $63,580,204.

    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 1,164,354 shares
    Change vs previous 13F +83,410 shares

    0.99% of the 13F portfolio, value $59,125,891.

    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 1,080,944 shares
    Change vs previous 13F +28,290 shares

    1% of the 13F portfolio, value $54,857,913.

    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 1,052,654 shares
    Change vs previous 13F -33,257 shares

    1.08% of the 13F portfolio, value $53,380,086.

    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 1,085,911 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $55,066,525.

    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).