Gladstone Institutional Advisory LLC: DTE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gladstone Institutional Advisory LLC on DTE, newest first. How the timeline and the estimate are built.
Gladstone Institutional Advisory LLC held 3,876 DTE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 3,876 sharesChange vs previous 13F -191 shares
0.02% of the 13F portfolio, value $590,600.
13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,067 sharesChange vs previous 13F -90 shares
0.02% of the 13F portfolio, value $594,804.
13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,157 sharesChange vs previous 13F -494 shares
0.02% of the 13F portfolio, value $536,272.
13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,651 sharesChange vs previous 13F +10 shares
0.03% of the 13F portfolio, value $657,779.
13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,641 sharesChange vs previous 13F +127 shares
0.03% of the 13F portfolio, value $614,809.
13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,514 sharesChange vs previous 13F +454 shares
0.03% of the 13F portfolio, value $624,158.
13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,060 sharesChange vs previous 13F +35 shares
0.02% of the 13F portfolio, value $490,273.
13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,025 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $516,818.
13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).