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Disclosery

Gradient Investments LLC: SPTI position timeline

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

Gradient Investments LLC held 1,530,221 SPTI 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 1,530,221 shares
    Change vs previous 13F -9,854 shares

    0.6% of the 13F portfolio, value $41,744,429.

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

  2. period ended2026-06-30
    13F 1,540,075 shares
    Change vs previous 13F +194,750 shares

    0.6% of the 13F portfolio, value $43,722,741.

    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 1,345,325 shares
    Change vs previous 13F +70,465 shares

    0.6% of the 13F portfolio, value $38,557,001.

    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 1,274,860 shares
    Change vs previous 13F +56,300 shares

    0.58% of the 13F portfolio, value $36,766,957.

    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 1,218,560 shares
    Change vs previous 13F +64,799 shares

    0.59% of the 13F portfolio, value $35,216,381.

    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 1,153,761 shares
    Change vs previous 13F +2,561 shares

    0.61% of the 13F portfolio, value $33,193,694.

    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 1,151,200 shares
    Change vs previous 13F +1,137,296 shares

    0.66% of the 13F portfolio, value $32,901,296.

    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 13,904 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $387,644.

    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).