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Disclosery

Gladstone Institutional Advisory LLC: JAAA position timeline

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

Gladstone Institutional Advisory LLC held 48,879 JAAA 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 48,879 shares
    Change vs previous 13F +914 shares

    0.08% of the 13F portfolio, value $2,467,892.

    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 47,965 shares
    Change vs previous 13F -11,094 shares

    0.09% of the 13F portfolio, value $2,416,012.

    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 59,059 shares
    Change vs previous 13F +421 shares

    0.11% of the 13F portfolio, value $2,987,239.

    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 58,638 shares
    Change vs previous 13F +5,033 shares

    0.11% of the 13F portfolio, value $2,977,656.

    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 53,605 shares
    Change vs previous 13F -4,915 shares

    0.11% of the 13F portfolio, value $2,720,429.

    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 58,520 shares
    Change vs previous 13F -12,930 shares

    0.14% of the 13F portfolio, value $2,967,527.

    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 71,450 shares
    Change vs previous 13F +39,166 shares

    0.17% of the 13F portfolio, value $3,623,240.

    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 32,284 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,642,609.

    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).