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Disclosery

Gradient Investments LLC: SMOT position timeline

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

Gradient Investments LLC held 925,609 SMOT 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 925,609 shares
    Change vs previous 13F +20,152 shares

    0.5% of the 13F portfolio, value $34,686,998.

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

  2. period ended2026-06-30
    13F 905,457 shares
    Change vs previous 13F +35,422 shares

    0.49% of the 13F portfolio, value $35,186,070.

    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 870,035 shares
    Change vs previous 13F +47,075 shares

    0.47% of the 13F portfolio, value $30,616,526.

    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 822,960 shares
    Change vs previous 13F +34,296 shares

    0.47% of the 13F portfolio, value $29,791,163.

    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 788,664 shares
    Change vs previous 13F -447,762 shares

    0.48% of the 13F portfolio, value $28,454,998.

    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 1,236,426 shares
    Change vs previous 13F +24,392 shares

    0.79% of the 13F portfolio, value $43,027,642.

    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 1,212,034 shares
    Change vs previous 13F +92,434 shares

    0.8% of the 13F portfolio, value $39,742,592.

    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 1,119,600 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $38,592,624.

    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).