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Disclosery

Gradient Investments LLC: TOLZ position timeline

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

Gradient Investments LLC held 372,488 TOLZ 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 372,488 shares
    Change vs previous 13F +16,658 shares

    0.29% of the 13F portfolio, value $20,280,473.

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

  2. period ended2026-06-30
    13F 355,830 shares
    Change vs previous 13F +15,113 shares

    0.29% of the 13F portfolio, value $21,090,027.

    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 340,717 shares
    Change vs previous 13F +14,754 shares

    0.32% of the 13F portfolio, value $20,436,218.

    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 325,963 shares
    Change vs previous 13F +14,246 shares

    0.28% of the 13F portfolio, value $17,650,876.

    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 311,717 shares
    Change vs previous 13F +34,463 shares

    0.28% of the 13F portfolio, value $16,868,703.

    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 277,254 shares
    Change vs previous 13F +7,126 shares

    0.27% of the 13F portfolio, value $14,930,682.

    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 270,128 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $14,223,430.

    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).