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Disclosery

Gradient Investments LLC: TAXX position timeline

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

Gradient Investments LLC held 10,921 TAXX 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 10,921 shares
    Change vs previous 13F -1,177 shares

    0.01% of the 13F portfolio, value $544,401.

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

  2. period ended2026-06-30
    13F 12,098 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $613,853.

    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 12,056 shares
    Change vs previous 13F +307 shares

    0.01% of the 13F portfolio, value $609,491.

    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 11,749 shares
    Change vs previous 13F +135 shares

    0.01% of the 13F portfolio, value $595,909.

    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 11,614 shares
    Change vs previous 13F +3,563 shares

    0.01% of the 13F portfolio, value $592,082.

    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 8,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $411,004.

    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).