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Gladstone Institutional Advisory LLC: AIS position timeline

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

Gladstone Institutional Advisory LLC held 31,440 AIS 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 31,440 shares
    Change vs previous 13F +10,150 shares

    0.08% of the 13F portfolio, value $2,682,146.

    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 21,290 shares
    Change vs previous 13F +15,550 shares

    0.03% of the 13F portfolio, value $892,264.

    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 5,740 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $216,800.

    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).