Gradient Investments LLC

SEC CIK: 0001542265
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

SJT holding history

San Juan Basin Royalty Trust 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.

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

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2023

Holdings of SJT by Gradient Investments LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−1−100.0%	Sold out	Holders
Q2 2024	1	$3	<0.1%	00.0%	Unchanged	Holders
Q1 2024	1	$4	<0.1%	+1	New	Holders
Q4 2023	0	$0	0.0%	−215−100.0%	Sold out	Holders
Q3 2023	215	$1.49K	<0.1%	+215	New	Holders