Gradient Investments LLC: USB position timeline

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

Gradient Investments LLC held 279,287 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

period ended2026-06-30
13F 279,287 shares
Change vs previous 13F +4,640 shares
0.23% of the 13F portfolio, value $16,868,951.
13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 274,647 shares
Change vs previous 13F not available
0.22% of the 13F portfolio, value $14,284,372.
13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).