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Gladstone Institutional Advisory LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gladstone Institutional Advisory LLC on AAPL, newest first. How the timeline and the estimate are built.

Gladstone Institutional Advisory LLC held 283,794 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,794 shares
    Change vs previous 13F +6,955 shares

    2.6% of the 13F portfolio, value $82,118,673.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 276,839 shares
    Change vs previous 13F +4,180 shares

    2.6% of the 13F portfolio, value $70,259,012.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 272,659 shares
    Change vs previous 13F +1,810 shares

    2.8% of the 13F portfolio, value $74,125,107.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 270,849 shares
    Change vs previous 13F -2,929 shares

    2.66% of the 13F portfolio, value $68,966,360.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 273,778 shares
    Change vs previous 13F +8,302 shares

    2.32% of the 13F portfolio, value $56,170,948.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 265,476 shares
    Change vs previous 13F +14,910 shares

    2.75% of the 13F portfolio, value $58,970,112.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 250,566 shares
    Change vs previous 13F +11,661 shares

    2.91% of the 13F portfolio, value $62,746,665.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 238,905 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $55,664,897.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).