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Disclosery

Gradient Investments LLC: META position timeline

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

Gradient Investments LLC held 86,137 META 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 86,137 shares
    Change vs previous 13F -60,742 shares

    0.89% of the 13F portfolio, value $62,465,177.

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

  2. period ended2026-06-30
    13F 146,879 shares
    Change vs previous 13F +5,604 shares

    1.14% of the 13F portfolio, value $82,735,281.

    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 141,275 shares
    Change vs previous 13F -2,752 shares

    1.25% of the 13F portfolio, value $80,827,479.

    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 144,027 shares
    Change vs previous 13F +14,924 shares

    1.51% of the 13F portfolio, value $95,071,006.

    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 129,103 shares
    Change vs previous 13F +7,404 shares

    1.58% of the 13F portfolio, value $94,810,755.

    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 121,699 shares
    Change vs previous 13F +3,408 shares

    1.64% of the 13F portfolio, value $89,824,653.

    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 118,291 shares
    Change vs previous 13F +8,255 shares

    1.38% of the 13F portfolio, value $68,178,446.

    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 110,036 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $64,427,128.

    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).