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Disclosery

Gradient Investments LLC: PRIV position timeline

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

Gradient Investments LLC held 921,530 PRIV 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 921,530 shares
    Change vs previous 13F -103,752 shares

    0.32% of the 13F portfolio, value $22,160,490.

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

  2. period ended2026-06-30
    13F 1,025,282 shares
    Change vs previous 13F +129,964 shares

    0.36% of the 13F portfolio, value $25,811,479.

    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 895,318 shares
    Change vs previous 13F +124,466 shares

    0.35% of the 13F portfolio, value $22,585,106.

    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 770,852 shares
    Change vs previous 13F +73,382 shares

    0.31% of the 13F portfolio, value $19,591,128.

    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 697,470 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $17,792,471.

    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).