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Disclosery

Gladstone Institutional Advisory LLC: COST position timeline

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

Gladstone Institutional Advisory LLC held 8,562 COST 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 8,562 shares
    Change vs previous 13F +106 shares

    0.25% of the 13F portfolio, value $8,009,630.

    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 8,456 shares
    Change vs previous 13F -430 shares

    0.31% of the 13F portfolio, value $8,426,670.

    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 8,886 shares
    Change vs previous 13F -1,581 shares

    0.29% of the 13F portfolio, value $7,663,235.

    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 10,467 shares
    Change vs previous 13F -1,013 shares

    0.37% of the 13F portfolio, value $9,688,191.

    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 11,480 shares
    Change vs previous 13F +1,883 shares

    0.47% of the 13F portfolio, value $11,364,323.

    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 9,597 shares
    Change vs previous 13F -257 shares

    0.42% of the 13F portfolio, value $9,076,682.

    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 9,854 shares
    Change vs previous 13F +820 shares

    0.42% of the 13F portfolio, value $9,028,705.

    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 9,034 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $8,008,612.

    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).