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Disclosery

Gladstone Institutional Advisory LLC: BUFD position timeline

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

Gladstone Institutional Advisory LLC held 92,320 BUFD 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 92,320 shares
    Change vs previous 13F -563 shares

    0.09% of the 13F portfolio, value $2,743,750.

    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 92,883 shares
    Change vs previous 13F +33,716 shares

    0.1% of the 13F portfolio, value $2,600,724.

    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 59,167 shares
    Change vs previous 13F +35,660 shares

    0.06% of the 13F portfolio, value $1,670,876.

    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 23,507 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $649,733.

    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 23,507 shares
    Change vs previous 13F -50,960 shares

    0.03% of the 13F portfolio, value $624,346.

    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 74,467 shares
    Change vs previous 13F +1,850 shares

    0.09% of the 13F portfolio, value $1,857,952.

    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 72,617 shares
    Change vs previous 13F +4,550 shares

    0.09% of the 13F portfolio, value $1,853,186.

    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 68,067 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,704,398.

    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).