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Disclosery

Gradient Investments LLC: SEPU position timeline

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

Gradient Investments LLC held 3,917,523 SEPU 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 3,917,523 shares
    Change vs previous 13F +59,252 shares

    1.77% of the 13F portfolio, value $124,174,906.

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

  2. period ended2026-06-30
    13F 3,858,271 shares
    Change vs previous 13F +489,340 shares

    1.65% of the 13F portfolio, value $119,857,248.

    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 3,368,931 shares
    Change vs previous 13F +136,097 shares

    1.46% of the 13F portfolio, value $94,330,068.

    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 3,232,834 shares
    Change vs previous 13F +86,702 shares

    1.49% of the 13F portfolio, value $93,574,706.

    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 3,146,132 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $89,664,762.

    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).