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Disclosery

Gradient Investments LLC: TFC position timeline

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

Gradient Investments LLC held 6,704 TFC 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 6,704 shares
    Change vs previous 13F +515 shares

    <0.01% of the 13F portfolio, value $310,395.

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

  2. period ended2026-06-30
    13F 6,189 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $308,336.

    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 6,031 shares
    Change vs previous 13F -641 shares

    <0.01% of the 13F portfolio, value $277,263.

    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 6,672 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $328,349.

    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 6,636 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $303,416.

    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).