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Disclosery

Gradient Investments LLC: LPLA position timeline

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

Gradient Investments LLC held 9,829 LPLA 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 9,829 shares
    Change vs previous 13F -1,826 shares

    0.04% of the 13F portfolio, value $3,005,796.

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

  2. period ended2026-06-30
    13F 11,655 shares
    Change vs previous 13F +774 shares

    0.05% of the 13F portfolio, value $3,282,846.

    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 10,881 shares
    Change vs previous 13F +5,280 shares

    0.05% of the 13F portfolio, value $3,273,474.

    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 5,601 shares
    Change vs previous 13F +61 shares

    0.03% of the 13F portfolio, value $2,000,664.

    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 5,540 shares
    Change vs previous 13F -345 shares

    0.03% of the 13F portfolio, value $1,843,237.

    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 5,885 shares
    Change vs previous 13F -595 shares

    0.04% of the 13F portfolio, value $2,206,878.

    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 6,480 shares
    Change vs previous 13F -779 shares

    0.04% of the 13F portfolio, value $2,119,728.

    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 7,259 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,369,989.

    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).