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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

AX holding history

Axos Financial, Inc. in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AX overviewAll 13F holders of AXFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of AX by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−24−100.0%Sold outHolders
Q3 202324$909<0.1%00.0%UnchangedHolders
Q2 202324$947<0.1%00.0%UnchangedHolders
Q1 202324$886<0.1%00.0%UnchangedHolders
Q4 202224$917<0.1%00.0%UnchangedHolders
Q3 202224$1.00K<0.1%00.0%UnchangedHolders
Q2 202224$1.00K<0.1%00.0%UnchangedHolders
Q1 202224$1.00K<0.1%00.0%UnchangedHolders
Q4 202124$1.00K<0.1%00.0%UnchangedHolders
Q3 202124$1.00K<0.1%00.0%UnchangedHolders
Q2 202124$1.00K<0.1%00.0%UnchangedHolders
Q1 202124$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.