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Gradient Investments LLC: SYY position timeline

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

Gradient Investments LLC held 13,666 SYY 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 13,666 shares
    Change vs previous 13F +224 shares

    0.02% of the 13F portfolio, value $1,065,435.

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

  2. period ended2026-06-30
    13F 13,442 shares
    Change vs previous 13F -303 shares

    0.02% of the 13F portfolio, value $1,123,482.

    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 13,745 shares
    Change vs previous 13F -1,217 shares

    0.02% of the 13F portfolio, value $980,445.

    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 14,962 shares
    Change vs previous 13F -503 shares

    0.02% of the 13F portfolio, value $1,102,565.

    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 15,465 shares
    Change vs previous 13F -173,704 shares

    0.02% of the 13F portfolio, value $1,273,405.

    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 189,169 shares
    Change vs previous 13F +15,906 shares

    0.26% of the 13F portfolio, value $14,327,649.

    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 173,263 shares
    Change vs previous 13F -2,717 shares

    0.26% of the 13F portfolio, value $13,001,674.

    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 175,980 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $13,455,435.

    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).