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Gradient Investments LLC: V position timeline

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

Gradient Investments LLC held 113,339 V 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 113,339 shares
    Change vs previous 13F -23,573 shares

    0.58% of the 13F portfolio, value $40,725,993.

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

  2. period ended2026-06-30
    13F 136,912 shares
    Change vs previous 13F +11,388 shares

    0.65% of the 13F portfolio, value $46,973,239.

    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 125,524 shares
    Change vs previous 13F +699 shares

    0.59% of the 13F portfolio, value $37,938,486.

    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 124,825 shares
    Change vs previous 13F -23,129 shares

    0.69% of the 13F portfolio, value $43,777,274.

    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 147,954 shares
    Change vs previous 13F +2,831 shares

    0.84% of the 13F portfolio, value $50,508,604.

    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 145,123 shares
    Change vs previous 13F -6,189 shares

    0.94% of the 13F portfolio, value $51,525,805.

    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 151,312 shares
    Change vs previous 13F +2,599 shares

    1.07% of the 13F portfolio, value $53,028,955.

    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 148,713 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $46,999,173.

    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).