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Gladstone Institutional Advisory LLC: GE position timeline

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

Gladstone Institutional Advisory LLC held 16,286 GE 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 16,286 shares
    Change vs previous 13F +173 shares

    0.19% of the 13F portfolio, value $6,086,562.

    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 16,113 shares
    Change vs previous 13F -2,428 shares

    0.17% of the 13F portfolio, value $4,572,555.

    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 18,541 shares
    Change vs previous 13F -5,084 shares

    0.22% of the 13F portfolio, value $5,711,271.

    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 23,625 shares
    Change vs previous 13F +4,436 shares

    0.27% of the 13F portfolio, value $7,106,837.

    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 19,189 shares
    Change vs previous 13F +2,485 shares

    0.2% of the 13F portfolio, value $4,939,080.

    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 16,704 shares
    Change vs previous 13F +2,289 shares

    0.16% of the 13F portfolio, value $3,343,229.

    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 14,415 shares
    Change vs previous 13F -1,733 shares

    0.11% of the 13F portfolio, value $2,404,287.

    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 16,148 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,045,152.

    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).