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Disclosery

Gradient Investments LLC: SPYM position timeline

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

Gradient Investments LLC held 4,535,435 SPYM 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 4,535,435 shares
    Change vs previous 13F +60,631 shares

    5.82% of the 13F portfolio, value $407,100,654.

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

  2. period ended2026-06-30
    13F 4,474,804 shares
    Change vs previous 13F +276,367 shares

    5.43% of the 13F portfolio, value $393,245,815.

    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 4,198,437 shares
    Change vs previous 13F +158,967 shares

    4.98% of the 13F portfolio, value $321,348,340.

    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 4,039,470 shares
    Change vs previous 13F +289,798 shares

    5.14% of the 13F portfolio, value $324,046,271.

    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 3,749,672 shares
    Change vs previous 13F +194,831 shares

    4.9% of the 13F portfolio, value $293,749,314.

    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 3,554,841 shares
    Change vs previous 13F +107,537 shares

    4.72% of the 13F portfolio, value $258,401,394.

    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 3,447,304 shares
    Change vs previous 13F -1,308,021 shares

    4.57% of the 13F portfolio, value $226,694,710.

    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 4,755,325 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $327,832,138.

    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).