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Disclosery

Gradient Investments LLC: SPY position timeline

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

Gradient Investments LLC held 4,299 SPY 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 4,299 shares
    Change vs previous 13F +344 shares

    0.05% of the 13F portfolio, value $3,278,762.

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

  2. period ended2026-06-30
    13F 3,955 shares
    Change vs previous 13F +168 shares

    0.04% of the 13F portfolio, value $2,953,606.

    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 3,787 shares
    Change vs previous 13F -471 shares

    0.04% of the 13F portfolio, value $2,462,838.

    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 4,258 shares
    Change vs previous 13F +2,041 shares

    0.05% of the 13F portfolio, value $2,903,683.

    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 2,217 shares
    Change vs previous 13F +1,403 shares

    0.02% of the 13F portfolio, value $1,476,921.

    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 814 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $503,091.

    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 929 shares
    Change vs previous 13F -593 shares

    0.01% of the 13F portfolio, value $519,747.

    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 1,522 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $892,014.

    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).