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Gradient Investments LLC: SHE position timeline

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

Gradient Investments LLC held 7,059 SHE 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 7,059 shares
    Change vs previous 13F +237 shares

    0.02% of the 13F portfolio, value $1,111,515.

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

  2. period ended2026-06-30
    13F 6,822 shares
    Change vs previous 13F +218 shares

    0.01% of the 13F portfolio, value $1,053,520.

    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 6,604 shares
    Change vs previous 13F -103 shares

    0.01% of the 13F portfolio, value $844,088.

    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 6,707 shares
    Change vs previous 13F +419 shares

    0.01% of the 13F portfolio, value $885,815.

    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 6,288 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $801,417.

    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 6,312 shares
    Change vs previous 13F -1,523 shares

    0.01% of the 13F portfolio, value $787,883.

    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 7,835 shares
    Change vs previous 13F -433 shares

    0.02% of the 13F portfolio, value $894,245.

    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 8,268 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $957,379.

    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).