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Disclosery

Gladstone Institutional Advisory LLC: JEPI position timeline

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

Gladstone Institutional Advisory LLC held 20,182 JEPI 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 20,182 shares
    Change vs previous 13F +2,995 shares

    0.04% of the 13F portfolio, value $1,139,866.

    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 17,187 shares
    Change vs previous 13F +116 shares

    0.04% of the 13F portfolio, value $974,204.

    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 17,071 shares
    Change vs previous 13F -7,423 shares

    0.04% of the 13F portfolio, value $977,187.

    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 24,494 shares
    Change vs previous 13F -14,566 shares

    0.05% of the 13F portfolio, value $1,398,607.

    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 39,060 shares
    Change vs previous 13F -14,822 shares

    0.09% of the 13F portfolio, value $2,220,564.

    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 53,882 shares
    Change vs previous 13F +16,122 shares

    0.14% of the 13F portfolio, value $3,078,795.

    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 37,760 shares
    Change vs previous 13F +3,665 shares

    0.1% of the 13F portfolio, value $2,172,325.

    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 34,095 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,028,990.

    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).