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Disclosery

Gladstone Institutional Advisory LLC: EDV position timeline

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

Gladstone Institutional Advisory LLC held 16,765 EDV 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 16,765 shares
    Change vs previous 13F -5,271 shares

    0.03% of the 13F portfolio, value $1,091,080.

    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 22,036 shares
    Change vs previous 13F -2,567 shares

    0.05% of the 13F portfolio, value $1,431,276.

    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 24,603 shares
    Change vs previous 13F -4,470 shares

    0.06% of the 13F portfolio, value $1,599,503.

    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 29,073 shares
    Change vs previous 13F -9,685 shares

    0.08% of the 13F portfolio, value $1,990,070.

    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 38,758 shares
    Change vs previous 13F -14,032 shares

    0.11% of the 13F portfolio, value $2,608,443.

    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 52,790 shares
    Change vs previous 13F -8,821 shares

    0.17% of the 13F portfolio, value $3,753,863.

    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 61,611 shares
    Change vs previous 13F -52,041 shares

    0.19% of the 13F portfolio, value $4,172,288.

    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 113,652 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $9,055,799.

    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).