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Disclosery

Gladstone Institutional Advisory LLC: JEPQ position timeline

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

Gladstone Institutional Advisory LLC held 117,880 JEPQ 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 117,880 shares
    Change vs previous 13F +9,710 shares

    0.23% of the 13F portfolio, value $7,244,915.

    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 108,170 shares
    Change vs previous 13F +25,051 shares

    0.22% of the 13F portfolio, value $6,005,612.

    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 83,119 shares
    Change vs previous 13F -26,331 shares

    0.18% of the 13F portfolio, value $4,830,931.

    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 109,450 shares
    Change vs previous 13F -18,607 shares

    0.24% of the 13F portfolio, value $6,295,591.

    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 128,057 shares
    Change vs previous 13F +108,532 shares

    0.29% of the 13F portfolio, value $6,966,300.

    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 19,525 shares
    Change vs previous 13F +6,015 shares

    0.05% of the 13F portfolio, value $1,011,008.

    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 13,510 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $761,679.

    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).