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Disclosery

Gladstone Institutional Advisory LLC: HELE position timeline

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

Gladstone Institutional Advisory LLC held 78,189 HELE 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 78,189 shares
    Change vs previous 13F -14,044 shares

    0.07% of the 13F portfolio, value $2,272,954.

    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 92,233 shares
    Change vs previous 13F +5,990 shares

    0.05% of the 13F portfolio, value $1,330,000.

    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 86,243 shares
    Change vs previous 13F +5,957 shares

    0.07% of the 13F portfolio, value $1,832,664.

    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 80,286 shares
    Change vs previous 13F +3,143 shares

    0.08% of the 13F portfolio, value $2,023,207.

    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 77,143 shares
    Change vs previous 13F +8,100 shares

    0.09% of the 13F portfolio, value $2,189,318.

    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 69,043 shares
    Change vs previous 13F +1,500 shares

    0.17% of the 13F portfolio, value $3,693,110.

    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 67,543 shares
    Change vs previous 13F +9,225 shares

    0.19% of the 13F portfolio, value $4,041,098.

    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 58,318 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,606,968.

    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).