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Disclosery

Gradient Investments LLC: SPYI position timeline

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

Gradient Investments LLC held 1,095,332 SPYI 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 1,095,332 shares
    Change vs previous 13F +14,751 shares

    0.83% of the 13F portfolio, value $58,238,782.

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

  2. period ended2026-06-30
    13F 1,080,581 shares
    Change vs previous 13F +44,174 shares

    0.79% of the 13F portfolio, value $57,368,044.

    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 1,036,407 shares
    Change vs previous 13F -748,841 shares

    0.79% of the 13F portfolio, value $51,167,431.

    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 1,785,248 shares
    Change vs previous 13F +32,277 shares

    1.49% of the 13F portfolio, value $93,779,098.

    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 1,752,971 shares
    Change vs previous 13F +83,988 shares

    1.53% of the 13F portfolio, value $91,680,359.

    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 1,668,983 shares
    Change vs previous 13F +26,747 shares

    1.54% of the 13F portfolio, value $83,983,232.

    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 1,642,236 shares
    Change vs previous 13F -563,112 shares

    1.59% of the 13F portfolio, value $78,646,683.

    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 2,205,348 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $112,075,764.

    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).