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Disclosery

Gradient Investments LLC: LONZ position timeline

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

Gradient Investments LLC held 161,850 LONZ 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 161,850 shares
    Change vs previous 13F +2,176 shares

    0.11% of the 13F portfolio, value $7,954,932.

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

  2. period ended2026-06-30
    13F 159,674 shares
    Change vs previous 13F +5,003 shares

    0.11% of the 13F portfolio, value $7,873,535.

    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 154,671 shares
    Change vs previous 13F +4,767 shares

    0.12% of the 13F portfolio, value $7,637,563.

    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 149,904 shares
    Change vs previous 13F +2,835 shares

    0.12% of the 13F portfolio, value $7,537,177.

    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 147,069 shares
    Change vs previous 13F +2,810 shares

    0.13% of the 13F portfolio, value $7,510,816.

    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 144,259 shares
    Change vs previous 13F +1,253 shares

    0.13% of the 13F portfolio, value $7,356,219.

    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 143,006 shares
    Change vs previous 13F +9,504 shares

    0.15% of the 13F portfolio, value $7,205,383.

    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 133,502 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,821,952.

    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).