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Disclosery

Gladstone Institutional Advisory LLC: GEV position timeline

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

Gladstone Institutional Advisory LLC held 3,155 GEV 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 3,155 shares
    Change vs previous 13F +571 shares

    0.12% of the 13F portfolio, value $3,707,027.

    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 2,584 shares
    Change vs previous 13F +216 shares

    0.08% of the 13F portfolio, value $2,255,746.

    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 2,368 shares
    Change vs previous 13F +133 shares

    0.06% of the 13F portfolio, value $1,547,699.

    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 2,235 shares
    Change vs previous 13F +676 shares

    0.05% of the 13F portfolio, value $1,374,305.

    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 1,559 shares
    Change vs previous 13F -3,589 shares

    0.03% of the 13F portfolio, value $824,945.

    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 5,148 shares
    Change vs previous 13F +3,124 shares

    0.07% of the 13F portfolio, value $1,571,581.

    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 2,024 shares
    Change vs previous 13F +409 shares

    0.03% of the 13F portfolio, value $665,754.

    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 1,615 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $411,793.

    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).