Skip to content
Disclosery

Gladstone Institutional Advisory LLC: MSFT position timeline

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

Gladstone Institutional Advisory LLC held 102,748 MSFT 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 102,748 shares
    Change vs previous 13F +1,906 shares

    1.21% of the 13F portfolio, value $38,326,946.

    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 100,842 shares
    Change vs previous 13F +707 shares

    1.38% of the 13F portfolio, value $37,328,712.

    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 100,135 shares
    Change vs previous 13F +5,195 shares

    1.83% of the 13F portfolio, value $48,427,583.

    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 94,940 shares
    Change vs previous 13F +308 shares

    1.89% of the 13F portfolio, value $49,174,141.

    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 94,632 shares
    Change vs previous 13F -2,854 shares

    1.94% of the 13F portfolio, value $47,070,888.

    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 97,486 shares
    Change vs previous 13F +7,256 shares

    1.71% of the 13F portfolio, value $36,595,246.

    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 90,230 shares
    Change vs previous 13F +6,030 shares

    1.76% of the 13F portfolio, value $38,031,918.

    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 84,200 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $36,231,344.

    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).