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Disclosery

Gladstone Institutional Advisory LLC: CGDV position timeline

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

Gladstone Institutional Advisory LLC held 145,843 CGDV 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 145,843 shares
    Change vs previous 13F +9,440 shares

    0.23% of the 13F portfolio, value $7,187,120.

    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 136,403 shares
    Change vs previous 13F +7,552 shares

    0.21% of the 13F portfolio, value $5,802,620.

    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 128,851 shares
    Change vs previous 13F +12,294 shares

    0.21% of the 13F portfolio, value $5,623,095.

    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 116,557 shares
    Change vs previous 13F +9,700 shares

    0.19% of the 13F portfolio, value $4,898,901.

    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 106,857 shares
    Change vs previous 13F +41,558 shares

    0.17% of the 13F portfolio, value $4,219,783.

    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 65,299 shares
    Change vs previous 13F +37,515 shares

    0.11% of the 13F portfolio, value $2,327,256.

    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 27,784 shares
    Change vs previous 13F +17,670 shares

    0.05% of the 13F portfolio, value $979,664.

    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 10,114 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $368,554.

    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).