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Gladstone Institutional Advisory LLC: GSIE position timeline

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

Gladstone Institutional Advisory LLC held 252,089 GSIE 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 252,089 shares
    Change vs previous 13F +2,955 shares

    0.36% of the 13F portfolio, value $11,520,457.

    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 249,134 shares
    Change vs previous 13F -17,380 shares

    0.4% of the 13F portfolio, value $10,745,168.

    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 266,514 shares
    Change vs previous 13F -1,633 shares

    0.43% of the 13F portfolio, value $11,444,119.

    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 268,147 shares
    Change vs previous 13F -5,786 shares

    0.42% of the 13F portfolio, value $11,023,535.

    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 273,933 shares
    Change vs previous 13F +3,994 shares

    0.45% of the 13F portfolio, value $10,864,176.

    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 269,939 shares
    Change vs previous 13F -17,947 shares

    0.45% of the 13F portfolio, value $9,623,331.

    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 287,886 shares
    Change vs previous 13F +5,231 shares

    0.45% of the 13F portfolio, value $9,598,115.

    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 282,655 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $10,223,646.

    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).