Gradient Investments LLC
CIK
0001542265
City
ARDEN HILLS
State / Country
MN
Holdings in SMFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,103,722 | 108,832 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $1,227,879 | 73,350 | Shares | Sole | 2025-10-06 |
| 2025-06-30 | $654,655 | 43,326 | Shares | Sole | 2025-07-08 |
| 2025-03-31 | $538,286 | 34,818 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $499,571 | 34,477 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $604,560 | 47,867 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $651,350 | 48,572 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $574,128 | 48,779 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $510,252 | 52,712 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $558,445 | 56,695 | Shares | Sole | 2023-10-27 |
| 2023-06-30 | $478,031 | 55,585 | Shares | Sole | 2023-07-11 |
| 2023-03-31 | $451,648 | 56,456 | Shares | Sole | 2023-04-17 |
| 2022-12-31 | $560,493 | 69,887 | Shares | Sole | 2023-01-10 |
| 2022-09-30 | $401,885 | 73,070 | Shares | Sole | 2022-10-14 |