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Disclosery

Gradient Investments LLC: SMB position timeline

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

Gradient Investments LLC held 133,993 SMB 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 133,993 shares
    Change vs previous 13F -1,169 shares

    0.03% of the 13F portfolio, value $2,267,163.

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

  2. period ended2026-06-30
    13F 135,162 shares
    Change vs previous 13F +104 shares

    0.03% of the 13F portfolio, value $2,345,061.

    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 135,058 shares
    Change vs previous 13F +2,516 shares

    0.04% of the 13F portfolio, value $2,336,503.

    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 132,542 shares
    Change vs previous 13F +1,140 shares

    0.04% of the 13F portfolio, value $2,307,556.

    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 131,402 shares
    Change vs previous 13F +40,829 shares

    0.04% of the 13F portfolio, value $2,289,023.

    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 90,573 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,563,290.

    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).