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Disclosery

Gradient Investments LLC: JEF position timeline

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

Gradient Investments LLC held 351,573 JEF 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 351,573 shares
    Change vs previous 13F +42,679 shares

    0.23% of the 13F portfolio, value $16,077,418.

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

  2. period ended2026-06-30
    13F 308,894 shares
    Change vs previous 13F +7,453 shares

    0.21% of the 13F portfolio, value $15,438,505.

    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 301,441 shares
    Change vs previous 13F +9,661 shares

    0.19% of the 13F portfolio, value $12,440,471.

    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 291,780 shares
    Change vs previous 13F +259,615 shares

    0.29% of the 13F portfolio, value $18,081,631.

    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 32,165 shares
    Change vs previous 13F -4,445 shares

    0.04% of the 13F portfolio, value $2,104,234.

    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 36,610 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,002,201.

    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).