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Disclosery

Gladstone Institutional Advisory LLC: CGDG position timeline

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

Gladstone Institutional Advisory LLC held 55,303 CGDG 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 55,303 shares
    Change vs previous 13F +222 shares

    0.07% of the 13F portfolio, value $2,074,400.

    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 55,081 shares
    Change vs previous 13F -1,204 shares

    0.07% of the 13F portfolio, value $1,977,429.

    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 56,285 shares
    Change vs previous 13F +9,034 shares

    0.08% of the 13F portfolio, value $2,006,003.

    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 47,251 shares
    Change vs previous 13F +4,654 shares

    0.06% of the 13F portfolio, value $1,637,247.

    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 42,597 shares
    Change vs previous 13F +11,246 shares

    0.06% of the 13F portfolio, value $1,432,537.

    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 31,351 shares
    Change vs previous 13F +10,404 shares

    0.05% of the 13F portfolio, value $968,746.

    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 20,947 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $620,869.

    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).