Skip to content
Disclosery

Gradient Investments LLC: UBS position timeline

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

Gradient Investments LLC held 119,345 UBS 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 119,345 shares
    Change vs previous 13F -13,139 shares

    0.08% of the 13F portfolio, value $5,744,074.

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

  2. period ended2026-06-30
    13F 132,484 shares
    Change vs previous 13F +5,196 shares

    0.09% of the 13F portfolio, value $6,565,907.

    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 127,288 shares
    Change vs previous 13F +81,461 shares

    0.08% of the 13F portfolio, value $4,973,142.

    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 45,827 shares
    Change vs previous 13F +14,887 shares

    0.03% of the 13F portfolio, value $2,122,248.

    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 30,940 shares
    Change vs previous 13F +11,715 shares

    0.02% of the 13F portfolio, value $1,268,540.

    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 19,225 shares
    Change vs previous 13F +3,910 shares

    0.01% of the 13F portfolio, value $650,190.

    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 15,315 shares
    Change vs previous 13F +433 shares

    0.01% of the 13F portfolio, value $469,098.

    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 14,882 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $451,222.

    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).