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Disclosery

Gradient Investments LLC: XTEN position timeline

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

Gradient Investments LLC held 1,652,345 XTEN 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 1,652,345 shares
    Change vs previous 13F -252,385 shares

    1% of the 13F portfolio, value $70,026,370.

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

  2. period ended2026-06-30
    13F 1,904,730 shares
    Change vs previous 13F +1,045,980 shares

    1.2% of the 13F portfolio, value $86,817,573.

    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 858,750 shares
    Change vs previous 13F +119,915 shares

    0.61% of the 13F portfolio, value $39,382,270.

    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 738,835 shares
    Change vs previous 13F +71,046 shares

    0.54% of the 13F portfolio, value $34,148,945.

    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 667,789 shares
    Change vs previous 13F +233,638 shares

    0.52% of the 13F portfolio, value $31,138,995.

    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 434,151 shares
    Change vs previous 13F +25,687 shares

    0.37% of the 13F portfolio, value $20,040,424.

    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 408,464 shares
    Change vs previous 13F +56,810 shares

    0.38% of the 13F portfolio, value $19,022,190.

    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 351,654 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $15,764,631.

    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).