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Disclosery

Gradient Investments LLC: XSVN position timeline

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

Gradient Investments LLC held 1,326,043 XSVN 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 1,326,043 shares
    Change vs previous 13F -154,647 shares

    0.85% of the 13F portfolio, value $59,194,558.

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

  2. period ended2026-06-30
    13F 1,480,690 shares
    Change vs previous 13F +414,200 shares

    0.97% of the 13F portfolio, value $69,992,219.

    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 1,066,490 shares
    Change vs previous 13F +166,800 shares

    0.79% of the 13F portfolio, value $50,892,906.

    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 899,690 shares
    Change vs previous 13F +88,585 shares

    0.69% of the 13F portfolio, value $43,224,610.

    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 811,105 shares
    Change vs previous 13F +53,504 shares

    0.65% of the 13F portfolio, value $39,084,709.

    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 757,601 shares
    Change vs previous 13F +41,027 shares

    0.66% of the 13F portfolio, value $36,273,947.

    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 716,574 shares
    Change vs previous 13F +207,515 shares

    0.69% of the 13F portfolio, value $34,216,390.

    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 509,059 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $23,549,052.

    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).