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Disclosery

Gladstone Institutional Advisory LLC: HEFA position timeline

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

Gladstone Institutional Advisory LLC held 40,420 HEFA 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 40,420 shares
    Change vs previous 13F +9,431 shares

    0.06% of the 13F portfolio, value $1,896,719.

    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 30,989 shares
    Change vs previous 13F -1,954 shares

    0.05% of the 13F portfolio, value $1,316,887.

    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 32,943 shares
    Change vs previous 13F +6,869 shares

    0.05% of the 13F portfolio, value $1,362,554.

    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 26,074 shares
    Change vs previous 13F -256 shares

    0.04% of the 13F portfolio, value $1,032,808.

    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 26,330 shares
    Change vs previous 13F +1,089 shares

    0.04% of the 13F portfolio, value $999,500.

    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 25,241 shares
    Change vs previous 13F +1,721 shares

    0.04% of the 13F portfolio, value $916,009.

    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 23,520 shares
    Change vs previous 13F +1,281 shares

    0.04% of the 13F portfolio, value $817,332.

    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 22,239 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $787,711.

    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).