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Disclosery

Gradient Investments LLC: UL position timeline

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

Gradient Investments LLC held 90,135 UL 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 90,135 shares
    Change vs previous 13F +3,927 shares

    0.08% of the 13F portfolio, value $5,473,902.

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

  2. period ended2026-06-30
    13F 86,208 shares
    Change vs previous 13F +9,804 shares

    0.07% of the 13F portfolio, value $5,182,828.

    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 76,404 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,352,736.

    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).