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Disclosery

Gradient Investments LLC: XBJL position timeline

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

Gradient Investments LLC held 0 XBJL 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 0 shares
    Change vs previous 13F -5,425 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 5,425 shares
    Change vs previous 13F -2,923 shares

    <0.01% of the 13F portfolio, value $216,864.

    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 8,348 shares
    Change vs previous 13F -1,068,650 shares

    <0.01% of the 13F portfolio, value $317,367.

    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 1,076,998 shares
    Change vs previous 13F -23,737 shares

    0.65% of the 13F portfolio, value $41,200,882.

    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 1,100,735 shares
    Change vs previous 13F +8,227 shares

    0.69% of the 13F portfolio, value $41,217,903.

    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 1,092,508 shares
    Change vs previous 13F -953,576 shares

    0.72% of the 13F portfolio, value $39,308,547.

    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 2,046,084 shares
    Change vs previous 13F -1,106,606 shares

    1.4% of the 13F portfolio, value $69,230,071.

    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 3,152,690 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $107,639,457.

    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).