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Disclosery

Gradient Investments LLC: KOF position timeline

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

Gradient Investments LLC held 52,006 KOF 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 52,006 shares
    Change vs previous 13F -17 shares

    0.08% of the 13F portfolio, value $5,618,759.

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

  2. period ended2026-06-30
    13F 52,023 shares
    Change vs previous 13F +3,032 shares

    0.08% of the 13F portfolio, value $5,527,444.

    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 48,991 shares
    Change vs previous 13F +28,871 shares

    0.07% of the 13F portfolio, value $4,779,072.

    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 20,120 shares
    Change vs previous 13F +6,843 shares

    0.03% of the 13F portfolio, value $1,905,565.

    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 13,277 shares
    Change vs previous 13F +5,650 shares

    0.02% of the 13F portfolio, value $1,103,319.

    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 7,627 shares
    Change vs previous 13F +1,200 shares

    0.01% of the 13F portfolio, value $737,760.

    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 6,427 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $586,721.

    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 6,346 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $494,290.

    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).