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Disclosery

Gradient Investments LLC: WFRD position timeline

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

Gradient Investments LLC held 14,113 WFRD 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 14,113 shares
    Change vs previous 13F -6,342 shares

    0.02% of the 13F portfolio, value $1,110,432.

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

  2. period ended2026-06-30
    13F 20,455 shares
    Change vs previous 13F -1,269 shares

    0.02% of the 13F portfolio, value $1,667,083.

    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 21,724 shares
    Change vs previous 13F -1,651 shares

    0.03% of the 13F portfolio, value $2,054,656.

    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 23,375 shares
    Change vs previous 13F +657 shares

    0.03% of the 13F portfolio, value $1,829,328.

    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 22,718 shares
    Change vs previous 13F -138 shares

    0.03% of the 13F portfolio, value $1,554,593.

    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 22,856 shares
    Change vs previous 13F +6,776 shares

    0.02% of the 13F portfolio, value $1,149,885.

    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 16,080 shares
    Change vs previous 13F +228 shares

    0.02% of the 13F portfolio, value $861,084.

    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 15,852 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,135,479.

    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).