Skip to content
Disclosery

Gradient Investments LLC: WFC position timeline

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

Gradient Investments LLC held 214,893 WFC 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 214,893 shares
    Change vs previous 13F +34,560 shares

    0.25% of the 13F portfolio, value $17,202,184.

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

  2. period ended2026-06-30
    13F 180,333 shares
    Change vs previous 13F +7,744 shares

    0.21% of the 13F portfolio, value $14,902,681.

    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 172,589 shares
    Change vs previous 13F +5,201 shares

    0.21% of the 13F portfolio, value $13,739,796.

    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 167,388 shares
    Change vs previous 13F +3,777 shares

    0.25% of the 13F portfolio, value $15,600,536.

    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 163,611 shares
    Change vs previous 13F +149,685 shares

    0.23% of the 13F portfolio, value $13,713,878.

    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 13,926 shares
    Change vs previous 13F +88 shares

    0.02% of the 13F portfolio, value $1,115,748.

    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 13,838 shares
    Change vs previous 13F -320 shares

    0.02% of the 13F portfolio, value $993,421.

    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 14,158 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $994,445.

    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).