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Gladstone Institutional Advisory LLC: GPIX position timeline

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

Gladstone Institutional Advisory LLC held 65,367 GPIX 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 65,367 shares
    Change vs previous 13F +8,277 shares

    0.11% of the 13F portfolio, value $3,632,463.

    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 57,090 shares
    Change vs previous 13F -1,194 shares

    0.11% of the 13F portfolio, value $2,856,825.

    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 58,284 shares
    Change vs previous 13F -2,282 shares

    0.12% of the 13F portfolio, value $3,077,401.

    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 60,566 shares
    Change vs previous 13F +29,136 shares

    0.12% of the 13F portfolio, value $3,163,340.

    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 31,430 shares
    Change vs previous 13F +16,423 shares

    0.06% of the 13F portfolio, value $1,565,855.

    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 15,007 shares
    Change vs previous 13F +5,484 shares

    0.03% of the 13F portfolio, value $699,479.

    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 9,523 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $470,912.

    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).