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Disclosery

Gladstone Institutional Advisory LLC: HFXI position timeline

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

Gladstone Institutional Advisory LLC held 243,008 HFXI 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 243,008 shares
    Change vs previous 13F +956 shares

    0.29% of the 13F portfolio, value $9,256,175.

    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 242,052 shares
    Change vs previous 13F -18,033 shares

    0.3% of the 13F portfolio, value $8,128,106.

    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 260,085 shares
    Change vs previous 13F -574 shares

    0.32% of the 13F portfolio, value $8,439,758.

    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 260,659 shares
    Change vs previous 13F -868 shares

    0.31% of the 13F portfolio, value $8,083,036.

    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 261,527 shares
    Change vs previous 13F +4,480 shares

    0.32% of the 13F portfolio, value $7,707,201.

    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 257,047 shares
    Change vs previous 13F -338 shares

    0.33% of the 13F portfolio, value $7,073,933.

    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 257,385 shares
    Change vs previous 13F +12,774 shares

    0.31% of the 13F portfolio, value $6,707,453.

    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 244,611 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,761,048.

    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).