Gradient Investments LLC: OCTW position timeline

Gradient Investments LLC held 0 OCTW shares at 2025-12-31 per its 13F-HR filed 2026-01-08.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -38,106 shares

   13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 38,106 shares

   Change vs previous 13F -993,709 shares

   0.02% of the 13F portfolio, value $1,460,622.

   13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 1,031,815 shares

   Change vs previous 13F -1,489,840 shares

   0.7% of the 13F portfolio, value $38,187,473.

   13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 2,521,655 shares

   Change vs previous 13F -226,608 shares

   1.79% of the 13F portfolio, value $88,560,524.

   13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 2,748,263 shares

   Change vs previous 13F not available

   1.98% of the 13F portfolio, value $97,719,439.

   13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).