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Disclosery

Gladstone Institutional Advisory LLC: HDV position timeline

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

Gladstone Institutional Advisory LLC held 143,326 HDV 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 143,326 shares
    Change vs previous 13F +115,277 shares

    0.12% of the 13F portfolio, value $3,928,569.

    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 28,049 shares
    Change vs previous 13F +9,650 shares

    0.14% of the 13F portfolio, value $3,806,905.

    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 18,399 shares
    Change vs previous 13F -526 shares

    0.08% of the 13F portfolio, value $2,237,575.

    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 18,925 shares
    Change vs previous 13F -212 shares

    0.09% of the 13F portfolio, value $2,317,307.

    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 19,137 shares
    Change vs previous 13F +2,892 shares

    0.09% of the 13F portfolio, value $2,242,262.

    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 16,245 shares
    Change vs previous 13F -92 shares

    0.09% of the 13F portfolio, value $1,967,627.

    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 16,337 shares
    Change vs previous 13F +56 shares

    0.09% of the 13F portfolio, value $1,833,951.

    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 16,281 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,915,014.

    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).