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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

PECO holding history

Phillips Edison & Company, 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.

PECO overviewAll 13F holders of PECOFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2022
Holdings of PECO by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−4,056−100.0%Sold outHolders
Q4 20234,056$148.0K<0.1%−1,133−21.8%ReducedHolders
Q3 20235,189$174.0K<0.1%00.0%UnchangedHolders
Q2 20235,189$176.8K<0.1%00.0%UnchangedHolders
Q1 20235,189$169.3K<0.1%00.0%UnchangedHolders
Q4 20225,189$165.2K<0.1%00.0%UnchangedHolders
Q3 20225,189$146.0K<0.1%+1,133+27.9%AddedHolders
Q2 20224,056$136.0K<0.1%00.0%UnchangedHolders
Q1 20224,056$139.0K<0.1%+4,056NewHolders