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Gladstone Institutional Advisory LLC: CSHI position timeline

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

Gladstone Institutional Advisory LLC held 66,484 CSHI 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 66,484 shares
    Change vs previous 13F -11,097 shares

    0.1% of the 13F portfolio, value $3,311,555.

    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 77,581 shares
    Change vs previous 13F -8,419 shares

    0.14% of the 13F portfolio, value $3,862,015.

    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 86,000 shares
    Change vs previous 13F +37,973 shares

    0.16% of the 13F portfolio, value $4,276,814.

    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 48,027 shares
    Change vs previous 13F -12,192 shares

    0.09% of the 13F portfolio, value $2,388,035.

    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 60,219 shares
    Change vs previous 13F +3,210 shares

    0.12% of the 13F portfolio, value $2,994,709.

    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 57,009 shares
    Change vs previous 13F -31,296 shares

    0.13% of the 13F portfolio, value $2,829,357.

    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 88,305 shares
    Change vs previous 13F -4,367 shares

    0.2% of the 13F portfolio, value $4,399,362.

    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 92,672 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,615,072.

    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).