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Disclosery

Gladstone Institutional Advisory LLC: KXI position timeline

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

Gladstone Institutional Advisory LLC held 11,584 KXI 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 11,584 shares
    Change vs previous 13F +737 shares

    0.02% of the 13F portfolio, value $782,290.

    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 10,847 shares
    Change vs previous 13F -23,809 shares

    0.03% of the 13F portfolio, value $726,914.

    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 34,656 shares
    Change vs previous 13F +1,738 shares

    0.08% of the 13F portfolio, value $2,240,523.

    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 32,918 shares
    Change vs previous 13F +2,125 shares

    0.08% of the 13F portfolio, value $2,118,916.

    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 30,793 shares
    Change vs previous 13F -2,851 shares

    0.08% of the 13F portfolio, value $2,013,227.

    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 33,644 shares
    Change vs previous 13F +4,789 shares

    0.1% of the 13F portfolio, value $2,154,898.

    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 28,855 shares
    Change vs previous 13F +748 shares

    0.08% of the 13F portfolio, value $1,739,668.

    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 28,107 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,848,030.

    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).