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Disclosery

Gradient Investments LLC: SPIB position timeline

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

Gradient Investments LLC held 1,370,913 SPIB 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 1,370,913 shares
    Change vs previous 13F -6,190 shares

    0.63% of the 13F portfolio, value $44,253,076.

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

  2. period ended2026-06-30
    13F 1,377,103 shares
    Change vs previous 13F +1,360,556 shares

    0.64% of the 13F portfolio, value $46,077,863.

    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 16,547 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $554,986.

    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 16,645 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $562,767.

    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 16,637 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $563,828.

    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 16,621 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $558,133.

    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 16,574 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $550,920.

    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 16,626 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $544,668.

    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).