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Disclosery

Gradient Investments LLC: XLF position timeline

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

Gradient Investments LLC held 1,059,578 XLF 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 1,059,578 shares
    Change vs previous 13F +11,639 shares

    0.81% of the 13F portfolio, value $56,581,468.

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

  2. period ended2026-06-30
    13F 1,047,939 shares
    Change vs previous 13F +132,533 shares

    0.78% of the 13F portfolio, value $56,180,011.

    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 915,406 shares
    Change vs previous 13F +58,443 shares

    0.7% of the 13F portfolio, value $45,193,609.

    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 856,963 shares
    Change vs previous 13F +35,778 shares

    0.75% of the 13F portfolio, value $46,935,870.

    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 821,185 shares
    Change vs previous 13F +814,272 shares

    0.74% of the 13F portfolio, value $44,237,250.

    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 6,913 shares
    Change vs previous 13F +608 shares

    0.01% of the 13F portfolio, value $362,034.

    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 6,305 shares
    Change vs previous 13F -1,055 shares

    0.01% of the 13F portfolio, value $314,052.

    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 7,360 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $355,709.

    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).