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Disclosery

Gladstone Institutional Advisory LLC: FEZ position timeline

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

Gladstone Institutional Advisory LLC held 131,129 FEZ 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 131,129 shares
    Change vs previous 13F +5,408 shares

    0.28% of the 13F portfolio, value $9,005,944.

    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 125,721 shares
    Change vs previous 13F +53,731 shares

    0.29% of the 13F portfolio, value $7,804,794.

    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 71,990 shares
    Change vs previous 13F +15,239 shares

    0.18% of the 13F portfolio, value $4,635,486.

    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 56,751 shares
    Change vs previous 13F +18,608 shares

    0.14% of the 13F portfolio, value $3,525,356.

    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 38,143 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,278,281.

    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).