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Disclosery

Gladstone Institutional Advisory LLC: AVGO position timeline

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

Gladstone Institutional Advisory LLC held 57,512 AVGO 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 57,512 shares
    Change vs previous 13F -559 shares

    0.69% of the 13F portfolio, value $21,725,136.

    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 58,071 shares
    Change vs previous 13F +2,323 shares

    0.67% of the 13F portfolio, value $17,973,599.

    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 55,748 shares
    Change vs previous 13F +2,708 shares

    0.73% of the 13F portfolio, value $19,294,564.

    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 53,040 shares
    Change vs previous 13F -2,216 shares

    0.67% of the 13F portfolio, value $17,498,287.

    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 55,256 shares
    Change vs previous 13F +1,387 shares

    0.63% of the 13F portfolio, value $15,231,409.

    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 53,869 shares
    Change vs previous 13F +3,922 shares

    0.42% of the 13F portfolio, value $9,019,230.

    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 49,947 shares
    Change vs previous 13F -11,233 shares

    0.54% of the 13F portfolio, value $11,579,757.

    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 61,180 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $10,553,609.

    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).