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Disclosery

Gradient Investments LLC: XTRE position timeline

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

Gradient Investments LLC held 0 XTRE 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 0 shares
    Change vs previous 13F -5,336 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 5,336 shares
    Change vs previous 13F -910,061 shares

    <0.01% of the 13F portfolio, value $261,624.

    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 915,397 shares
    Change vs previous 13F +144,054 shares

    0.7% of the 13F portfolio, value $45,321,289.

    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 771,343 shares
    Change vs previous 13F +77,936 shares

    0.61% of the 13F portfolio, value $38,383,427.

    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 693,407 shares
    Change vs previous 13F +45,091 shares

    0.58% of the 13F portfolio, value $34,558,430.

    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 648,316 shares
    Change vs previous 13F +34,925 shares

    0.59% of the 13F portfolio, value $32,273,159.

    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 613,391 shares
    Change vs previous 13F +126,181 shares

    0.61% of the 13F portfolio, value $30,381,256.

    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 487,210 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $23,761,214.

    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).