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Disclosery

Gladstone Institutional Advisory LLC: GS position timeline

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

Gladstone Institutional Advisory LLC held 8,337 GS 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 8,337 shares
    Change vs previous 13F +24 shares

    0.27% of the 13F portfolio, value $8,431,776.

    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 8,313 shares
    Change vs previous 13F -1,897 shares

    0.26% of the 13F portfolio, value $7,033,154.

    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 10,210 shares
    Change vs previous 13F +1,619 shares

    0.34% of the 13F portfolio, value $8,974,811.

    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 8,591 shares
    Change vs previous 13F -864 shares

    0.26% of the 13F portfolio, value $6,841,198.

    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 9,455 shares
    Change vs previous 13F +1,289 shares

    0.28% of the 13F portfolio, value $6,691,928.

    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 8,166 shares
    Change vs previous 13F +981 shares

    0.21% of the 13F portfolio, value $4,460,845.

    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 7,185 shares
    Change vs previous 13F +4,301 shares

    0.19% of the 13F portfolio, value $4,114,472.

    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 2,884 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,427,818.

    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).