Skip to content
Disclosery

Gladstone Institutional Advisory LLC: AFRM position timeline

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

Gladstone Institutional Advisory LLC held 13,659 AFRM 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 13,659 shares
    Change vs previous 13F -4,200 shares

    0.04% of the 13F portfolio, value $1,113,891.

    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 17,859 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $818,299.

    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 17,859 shares
    Change vs previous 13F -3,350 shares

    0.05% of the 13F portfolio, value $1,329,245.

    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 21,209 shares
    Change vs previous 13F +2,144 shares

    0.06% of the 13F portfolio, value $1,549,954.

    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 19,065 shares
    Change vs previous 13F -7,060 shares

    0.05% of the 13F portfolio, value $1,318,154.

    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 26,125 shares
    Change vs previous 13F -2,846 shares

    0.06% of the 13F portfolio, value $1,180,589.

    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 28,971 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,764,334.

    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).