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Disclosery

Gradient Investments LLC: MLPA position timeline

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

Gradient Investments LLC held 426,189 MLPA 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 426,189 shares
    Change vs previous 13F -9,955 shares

    0.32% of the 13F portfolio, value $22,690,326.

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

  2. period ended2026-06-30
    13F 436,144 shares
    Change vs previous 13F +14,343 shares

    0.32% of the 13F portfolio, value $23,150,515.

    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 421,801 shares
    Change vs previous 13F -36,326 shares

    0.35% of the 13F portfolio, value $22,722,432.

    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 458,127 shares
    Change vs previous 13F +10,858 shares

    0.35% of the 13F portfolio, value $22,177,950.

    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 447,269 shares
    Change vs previous 13F +12,166 shares

    0.36% of the 13F portfolio, value $21,656,763.

    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 435,103 shares
    Change vs previous 13F +4,751 shares

    0.4% of the 13F portfolio, value $21,842,176.

    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 430,352 shares
    Change vs previous 13F +16,768 shares

    0.46% of the 13F portfolio, value $22,907,651.

    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 413,584 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $20,435,197.

    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).