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Disclosery

Gladstone Institutional Advisory LLC: DOL position timeline

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

Gladstone Institutional Advisory LLC held 42,664 DOL 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 42,664 shares
    Change vs previous 13F -308 shares

    0.1% of the 13F portfolio, value $3,172,677.

    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 42,972 shares
    Change vs previous 13F -1,078 shares

    0.11% of the 13F portfolio, value $2,921,535.

    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 44,050 shares
    Change vs previous 13F +1,602 shares

    0.11% of the 13F portfolio, value $2,900,732.

    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 42,448 shares
    Change vs previous 13F -658 shares

    0.1% of the 13F portfolio, value $2,642,558.

    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 43,106 shares
    Change vs previous 13F -1,234 shares

    0.11% of the 13F portfolio, value $2,567,697.

    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 44,340 shares
    Change vs previous 13F +2,916 shares

    0.11% of the 13F portfolio, value $2,441,812.

    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 41,424 shares
    Change vs previous 13F +2,618 shares

    0.09% of the 13F portfolio, value $2,048,005.

    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 38,806 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,094,180.

    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).