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Disclosery

Gradient Investments LLC: MUB position timeline

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

Gradient Investments LLC held 551,931 MUB 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 551,931 shares
    Change vs previous 13F +77,165 shares

    0.8% of the 13F portfolio, value $55,800,207.

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

  2. period ended2026-06-30
    13F 474,766 shares
    Change vs previous 13F +112,530 shares

    0.7% of the 13F portfolio, value $51,094,284.

    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 362,236 shares
    Change vs previous 13F +83,549 shares

    0.6% of the 13F portfolio, value $38,451,399.

    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 278,687 shares
    Change vs previous 13F +82,682 shares

    0.47% of the 13F portfolio, value $29,850,138.

    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 196,005 shares
    Change vs previous 13F +68,084 shares

    0.35% of the 13F portfolio, value $20,872,605.

    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 127,921 shares
    Change vs previous 13F +62,898 shares

    0.24% of the 13F portfolio, value $13,365,162.

    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 65,023 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,856,063.

    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).