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Disclosery

Gladstone Institutional Advisory LLC: FBND position timeline

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

Gladstone Institutional Advisory LLC held 280,428 FBND 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 280,428 shares
    Change vs previous 13F -75,200 shares

    0.4% of the 13F portfolio, value $12,756,669.

    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 355,628 shares
    Change vs previous 13F +157,893 shares

    0.6% of the 13F portfolio, value $16,223,777.

    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 197,735 shares
    Change vs previous 13F +7,892 shares

    0.34% of the 13F portfolio, value $9,103,726.

    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 189,843 shares
    Change vs previous 13F +17,539 shares

    0.34% of the 13F portfolio, value $8,778,331.

    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 172,304 shares
    Change vs previous 13F -1,713 shares

    0.33% of the 13F portfolio, value $7,882,899.

    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 174,017 shares
    Change vs previous 13F -10,870 shares

    0.37% of the 13F portfolio, value $7,943,879.

    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 184,887 shares
    Change vs previous 13F +123,333 shares

    0.38% of the 13F portfolio, value $8,295,879.

    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 61,554 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,877,011.

    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).