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Disclosery

Gradient Investments LLC: SPMD position timeline

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

Gradient Investments LLC held 195,020 SPMD 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 195,020 shares
    Change vs previous 13F +19,760 shares

    0.18% of the 13F portfolio, value $12,294,040.

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

  2. period ended2026-06-30
    13F 175,260 shares
    Change vs previous 13F +45,821 shares

    0.16% of the 13F portfolio, value $11,840,581.

    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 129,439 shares
    Change vs previous 13F +20,150 shares

    0.12% of the 13F portfolio, value $7,665,351.

    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 109,289 shares
    Change vs previous 13F +39,837 shares

    0.1% of the 13F portfolio, value $6,328,924.

    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 69,452 shares
    Change vs previous 13F +34,428 shares

    0.07% of the 13F portfolio, value $3,971,941.

    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 35,024 shares
    Change vs previous 13F +19,472 shares

    0.03% of the 13F portfolio, value $1,904,622.

    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 15,552 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $795,951.

    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).