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Disclosery

Gladstone Institutional Advisory LLC: CLOZ position timeline

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

Gladstone Institutional Advisory LLC held 22,026 CLOZ 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 22,026 shares
    Change vs previous 13F -2,714 shares

    0.02% of the 13F portfolio, value $581,930.

    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 24,740 shares
    Change vs previous 13F -11,392 shares

    0.02% of the 13F portfolio, value $634,597.

    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 36,132 shares
    Change vs previous 13F -6,838 shares

    0.04% of the 13F portfolio, value $956,778.

    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 42,970 shares
    Change vs previous 13F -2,880 shares

    0.04% of the 13F portfolio, value $1,152,455.

    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 45,850 shares
    Change vs previous 13F -2,684 shares

    0.05% of the 13F portfolio, value $1,226,029.

    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 48,534 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,289,548.

    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).