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Disclosery

Gradient Investments LLC: KBWD position timeline

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

Gradient Investments LLC held 647,708 KBWD 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 647,708 shares
    Change vs previous 13F +5,460 shares

    0.1% of the 13F portfolio, value $7,157,171.

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

  2. period ended2026-06-30
    13F 642,248 shares
    Change vs previous 13F +17,634 shares

    0.11% of the 13F portfolio, value $7,976,715.

    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 624,614 shares
    Change vs previous 13F +75,418 shares

    0.12% of the 13F portfolio, value $7,832,658.

    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 549,196 shares
    Change vs previous 13F +11,530 shares

    0.12% of the 13F portfolio, value $7,504,429.

    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 537,666 shares
    Change vs previous 13F +13,824 shares

    0.12% of the 13F portfolio, value $7,274,622.

    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 523,842 shares
    Change vs previous 13F +40,206 shares

    0.13% of the 13F portfolio, value $7,265,688.

    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 483,636 shares
    Change vs previous 13F +31,459 shares

    0.14% of the 13F portfolio, value $6,988,546.

    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 452,177 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,633,439.

    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).