Gradient Investments LLC

SEC CIK: 0001542265
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

EG holding history

Everest Group, Ltd. 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.

EG overview All 13F holders of EG Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of EG by Gradient Investments LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−4−100.0%	Sold out	Holders
Q4 2023	4	$1.41K	<0.1%	+4	New	Holders
Q4 2022	0	$0	0.0%	−41−100.0%	Sold out	Holders
Q3 2022	41	$11.0K	<0.1%	+41	New	Holders