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Gradient Investments LLC: RY position timeline

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

Gradient Investments LLC held 29,902 RY 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 29,902 shares
    Change vs previous 13F -2,249 shares

    0.08% of the 13F portfolio, value $5,878,500.

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

  2. period ended2026-06-30
    13F 32,151 shares
    Change vs previous 13F +1,195 shares

    0.09% of the 13F portfolio, value $6,654,292.

    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 30,956 shares
    Change vs previous 13F +18,981 shares

    0.08% of the 13F portfolio, value $5,008,062.

    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 11,975 shares
    Change vs previous 13F +3,819 shares

    0.03% of the 13F portfolio, value $2,041,618.

    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 8,156 shares
    Change vs previous 13F +3,383 shares

    0.02% of the 13F portfolio, value $1,201,542.

    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 4,773 shares
    Change vs previous 13F +1,025 shares

    0.01% of the 13F portfolio, value $627,888.

    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 3,748 shares
    Change vs previous 13F +136 shares

    0.01% of the 13F portfolio, value $422,475.

    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 3,612 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $435,282.

    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).