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Disclosery

Gradient Investments LLC: SPDW position timeline

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

Gradient Investments LLC held 2,158,701 SPDW 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 2,158,701 shares
    Change vs previous 13F -71,947 shares

    1.55% of the 13F portfolio, value $108,388,366.

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

  2. period ended2026-06-30
    13F 2,230,648 shares
    Change vs previous 13F -34,671 shares

    1.55% of the 13F portfolio, value $112,402,337.

    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 2,265,319 shares
    Change vs previous 13F +79,385 shares

    1.6% of the 13F portfolio, value $103,411,828.

    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 2,185,934 shares
    Change vs previous 13F +57,231 shares

    1.54% of the 13F portfolio, value $97,077,334.

    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 2,128,703 shares
    Change vs previous 13F +16,072 shares

    1.52% of the 13F portfolio, value $91,087,182.

    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 2,112,631 shares
    Change vs previous 13F +7,173 shares

    1.56% of the 13F portfolio, value $85,540,447.

    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 2,105,458 shares
    Change vs previous 13F -1,523,106 shares

    1.55% of the 13F portfolio, value $76,659,719.

    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 3,628,564 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $123,842,889.

    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).