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Gradient Investments LLC: XFIV position timeline

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

Gradient Investments LLC held 483,152 XFIV 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 483,152 shares
    Change vs previous 13F -66,468 shares

    0.32% of the 13F portfolio, value $22,543,880.

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

  2. period ended2026-06-30
    13F 549,620 shares
    Change vs previous 13F -943,633 shares

    0.37% of the 13F portfolio, value $26,755,485.

    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 1,493,253 shares
    Change vs previous 13F +231,051 shares

    1.14% of the 13F portfolio, value $73,408,301.

    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 1,262,202 shares
    Change vs previous 13F +124,813 shares

    0.99% of the 13F portfolio, value $62,452,224.

    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 1,137,389 shares
    Change vs previous 13F +75,531 shares

    0.94% of the 13F portfolio, value $56,334,868.

    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 1,061,858 shares
    Change vs previous 13F +58,056 shares

    0.96% of the 13F portfolio, value $52,402,716.

    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 1,003,802 shares
    Change vs previous 13F +105,392 shares

    0.99% of the 13F portfolio, value $49,266,597.

    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 898,410 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $43,096,736.

    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).