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Disclosery

Gradient Investments LLC: RECS position timeline

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

Gradient Investments LLC held 2,437,856 RECS 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 2,437,856 shares
    Change vs previous 13F +26,538 shares

    1.57% of the 13F portfolio, value $109,922,917.

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

  2. period ended2026-06-30
    13F 2,411,318 shares
    Change vs previous 13F +90,999 shares

    1.44% of the 13F portfolio, value $104,361,831.

    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 2,320,319 shares
    Change vs previous 13F +118,334 shares

    1.4% of the 13F portfolio, value $90,446,052.

    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 2,201,985 shares
    Change vs previous 13F +63,805 shares

    1.43% of the 13F portfolio, value $89,929,063.

    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 2,138,180 shares
    Change vs previous 13F +106,454 shares

    1.44% of the 13F portfolio, value $86,275,563.

    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 2,031,726 shares
    Change vs previous 13F +23,591 shares

    1.37% of the 13F portfolio, value $74,747,200.

    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 2,008,135 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $66,690,163.

    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).