SEC EDGAR filings, ownership reports, and insider transactions for Gradient Investments LLC.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open Document | Open Filing | 08 Jan 2026 | 31 Dec 2025 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 06 Oct 2025 | 30 Sep 2025 | 028-14840 | |
| N-PX | Open Document | Open Filing | 08 Jul 2025 | 30 Jun 2025 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 08 Jul 2025 | 30 Jun 2025 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 09 Apr 2025 | 31 Mar 2025 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 21 Jan 2025 | 31 Dec 2024 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 15 Oct 2024 | 30 Sep 2024 | 028-14840 | |
| N-PX | Open Document | Open Filing | 24 Jul 2024 | 30 Jun 2024 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 18 Jul 2024 | 30 Jun 2024 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 23 Apr 2024 | 31 Mar 2024 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 18 Jan 2024 | 31 Dec 2023 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 27 Oct 2023 | 30 Sep 2023 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 11 Jul 2023 | 30 Jun 2023 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 17 Apr 2023 | 31 Mar 2023 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 10 Jan 2023 | 31 Dec 2022 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 14 Oct 2022 | 30 Sep 2022 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 11 Jul 2022 | 30 Jun 2022 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 26 May 2022 | 31 Mar 2022 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 12 Jan 2022 | 31 Dec 2021 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 18 Oct 2021 | 30 Sep 2021 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 12 Jul 2021 | 30 Jun 2021 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 21 Apr 2021 | 31 Mar 2021 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 08 Jan 2021 | 31 Dec 2020 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 06 Oct 2020 | 30 Sep 2020 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 10 Jul 2020 | 30 Jun 2020 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 07 Apr 2020 | 31 Mar 2020 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 15 Jan 2020 | 31 Dec 2019 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 10 Oct 2019 | 30 Sep 2019 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 16 Jul 2019 | 30 Jun 2019 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 11 Apr 2019 | 31 Mar 2019 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 18 Jan 2019 | 31 Dec 2018 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 11 Oct 2018 | 30 Sep 2018 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 09 Aug 2018 | 30 Jun 2018 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 11 Apr 2018 | 31 Mar 2018 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 07 Feb 2018 | 31 Dec 2017 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 16 Oct 2017 | 30 Sep 2017 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 19 Jul 2017 | 30 Jun 2017 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 12 Apr 2017 | 31 Mar 2017 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 17 Jan 2017 | 31 Dec 2016 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 11 Oct 2016 | 30 Sep 2016 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 14 Jul 2016 | 30 Jun 2016 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 13 Apr 2016 | 31 Mar 2016 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 19 Jan 2016 | 31 Dec 2015 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 14 Oct 2015 | 30 Sep 2015 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 25 Aug 2015 | 30 Jun 2015 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 10 Apr 2015 | 31 Mar 2015 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 15 Jan 2015 | 31 Dec 2014 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 14 Oct 2014 | 30 Sep 2014 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 11 Jul 2014 | 30 Jun 2014 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 11 Apr 2014 | 31 Mar 2014 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 13 Jan 2014 | 31 Dec 2013 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 15 Oct 2013 | 30 Sep 2013 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 19 Jul 2013 | 30 Jun 2013 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 18 Apr 2013 | 31 Mar 2013 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 25 Jan 2013 | 31 Dec 2012 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 23 Oct 2012 | 30 Sep 2012 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 24 Jul 2012 | 30 Jun 2012 | 028-14840 | |
| 13F-HR | Open Document | Open Filing | 18 Apr 2012 | 31 Mar 2012 | 028-14840 | |
| 13F-HR/A | Open Document | Open Filing | AMENDED TO FIX COLUMN FORMATTING AND ADD (X$1000) NEXT TO TABLE VALUE TOTAL IN S | 01 Mar 2012 | 31 Dec 2011 | 028-14840 |
| 13F-HR | Open Document | Open Filing | 14 Feb 2012 | 31 Dec 2011 | 028-14840 |