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Disclosery

Gradient Investments LLC: MUNI position timeline

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

Gradient Investments LLC held 7,069 MUNI 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 7,069 shares
    Change vs previous 13F -2,269 shares

    0.01% of the 13F portfolio, value $351,261.

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

  2. period ended2026-06-30
    13F 9,338 shares
    Change vs previous 13F +353 shares

    0.01% of the 13F portfolio, value $491,179.

    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 8,985 shares
    Change vs previous 13F -4,670 shares

    0.01% of the 13F portfolio, value $468,927.

    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 13,655 shares
    Change vs previous 13F +861 shares

    0.01% of the 13F portfolio, value $715,659.

    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 12,794 shares
    Change vs previous 13F +6,262 shares

    0.01% of the 13F portfolio, value $668,870.

    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 6,532 shares
    Change vs previous 13F +591 shares

    0.01% of the 13F portfolio, value $335,484.

    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 5,941 shares
    Change vs previous 13F +402 shares

    0.01% of the 13F portfolio, value $306,259.

    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 5,539 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $286,532.

    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).