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Disclosery

Gladstone Institutional Advisory LLC: BUFR position timeline

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

Gladstone Institutional Advisory LLC held 2,099,250 BUFR 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 2,099,250 shares
    Change vs previous 13F +531,158 shares

    2.42% of the 13F portfolio, value $76,685,612.

    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 1,568,092 shares
    Change vs previous 13F +139,005 shares

    1.96% of the 13F portfolio, value $52,954,467.

    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 1,429,087 shares
    Change vs previous 13F +21,325 shares

    1.85% of the 13F portfolio, value $48,960,521.

    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 1,407,762 shares
    Change vs previous 13F -70,031 shares

    1.81% of the 13F portfolio, value $47,047,406.

    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 1,477,793 shares
    Change vs previous 13F +37,039 shares

    1.94% of the 13F portfolio, value $46,993,818.

    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 1,440,754 shares
    Change vs previous 13F +148,167 shares

    1.99% of the 13F portfolio, value $42,775,972.

    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 1,292,587 shares
    Change vs previous 13F +224,523 shares

    1.83% of the 13F portfolio, value $39,385,111.

    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 1,068,064 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $31,924,418.

    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).