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Disclosery

Gladstone Institutional Advisory LLC: BNY position timeline

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

Gladstone Institutional Advisory LLC held 22,286 BNY 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 22,286 shares
    Change vs previous 13F -56 shares

    0.1% of the 13F portfolio, value $3,222,829.

    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 22,342 shares
    Change vs previous 13F -7,563 shares

    0.1% of the 13F portfolio, value $2,650,507.

    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 29,905 shares
    Change vs previous 13F +2,047 shares

    0.13% of the 13F portfolio, value $3,471,758.

    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 27,858 shares
    Change vs previous 13F -2,512 shares

    0.12% of the 13F portfolio, value $3,035,461.

    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 30,370 shares
    Change vs previous 13F -5,606 shares

    0.11% of the 13F portfolio, value $2,767,000.

    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 35,976 shares
    Change vs previous 13F +19,322 shares

    0.14% of the 13F portfolio, value $3,017,349.

    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 16,654 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,279,545.

    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).