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Disclosery

Gradient Investments LLC: UYLD position timeline

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

Gradient Investments LLC held 1,036,433 UYLD 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 1,036,433 shares
    Change vs previous 13F +20,086 shares

    0.75% of the 13F portfolio, value $52,579,080.

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

  2. period ended2026-06-30
    13F 1,016,347 shares
    Change vs previous 13F -61,325 shares

    0.72% of the 13F portfolio, value $51,838,773.

    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 1,077,672 shares
    Change vs previous 13F -301,283 shares

    0.85% of the 13F portfolio, value $54,998,984.

    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 1,378,955 shares
    Change vs previous 13F -28,065 shares

    1.12% of the 13F portfolio, value $70,526,364.

    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 1,407,020 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $71,962,031.

    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).