Skip to content

Gladstone Institutional Advisory LLC: DVY position timeline

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

Gladstone Institutional Advisory LLC held 11,674 DVY 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 11,674 shares
    Change vs previous 13F +579 shares

    0.06% of the 13F portfolio, value $1,824,658.

    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 11,095 shares
    Change vs previous 13F -380 shares

    0.06% of the 13F portfolio, value $1,679,906.

    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 11,475 shares
    Change vs previous 13F -70 shares

    0.06% of the 13F portfolio, value $1,619,592.

    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 11,545 shares
    Change vs previous 13F +407 shares

    0.06% of the 13F portfolio, value $1,640,555.

    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 11,138 shares
    Change vs previous 13F -1,919 shares

    0.06% of the 13F portfolio, value $1,479,248.

    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 13,057 shares
    Change vs previous 13F -592 shares

    0.08% of the 13F portfolio, value $1,753,435.

    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 13,649 shares
    Change vs previous 13F +26 shares

    0.08% of the 13F portfolio, value $1,791,959.

    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 13,623 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,840,125.

    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).