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Disclosery

Gradient Investments LLC: XLY position timeline

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

Gradient Investments LLC held 2,201 XLY 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 2,201 shares
    Change vs previous 13F +305 shares

    <0.01% of the 13F portfolio, value $239,557.

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

  2. period ended2026-06-30
    13F 1,896 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $222,363.

    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 1,894 shares
    Change vs previous 13F -653 shares

    <0.01% of the 13F portfolio, value $206,408.

    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 2,547 shares
    Change vs previous 13F +1,485 shares

    <0.01% of the 13F portfolio, value $304,137.

    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 1,062 shares
    Change vs previous 13F -108 shares

    <0.01% of the 13F portfolio, value $254,498.

    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 1,170 shares
    Change vs previous 13F +123 shares

    <0.01% of the 13F portfolio, value $254,276.

    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 1,047 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,741.

    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).