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Disclosery

Gladstone Institutional Advisory LLC: OUNZ position timeline

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

Gladstone Institutional Advisory LLC held 111,860 OUNZ 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 111,860 shares
    Change vs previous 13F +2,666 shares

    0.14% of the 13F portfolio, value $4,316,668.

    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 109,194 shares
    Change vs previous 13F -465 shares

    0.18% of the 13F portfolio, value $4,919,223.

    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 109,659 shares
    Change vs previous 13F -6,046 shares

    0.17% of the 13F portfolio, value $4,548,686.

    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 115,705 shares
    Change vs previous 13F +23,287 shares

    0.17% of the 13F portfolio, value $4,303,069.

    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 92,418 shares
    Change vs previous 13F +3,576 shares

    0.12% of the 13F portfolio, value $2,947,210.

    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 88,842 shares
    Change vs previous 13F -20,774 shares

    0.12% of the 13F portfolio, value $2,677,698.

    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 109,616 shares
    Change vs previous 13F +62,758 shares

    0.13% of the 13F portfolio, value $2,773,285.

    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 46,858 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,189,725.

    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).