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Disclosery

Gladstone Institutional Advisory LLC: PEP position timeline

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

Gladstone Institutional Advisory LLC held 22,360 PEP 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 22,360 shares
    Change vs previous 13F +509 shares

    0.1% of the 13F portfolio, value $3,027,559.

    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 21,851 shares
    Change vs previous 13F +1,840 shares

    0.13% of the 13F portfolio, value $3,393,374.

    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 20,011 shares
    Change vs previous 13F -2,800 shares

    0.11% of the 13F portfolio, value $2,872,117.

    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 22,811 shares
    Change vs previous 13F -455 shares

    0.12% of the 13F portfolio, value $3,203,637.

    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 23,266 shares
    Change vs previous 13F -2,508 shares

    0.13% of the 13F portfolio, value $3,072,068.

    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 25,774 shares
    Change vs previous 13F +4,276 shares

    0.18% of the 13F portfolio, value $3,864,616.

    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 21,498 shares
    Change vs previous 13F -2,249 shares

    0.15% of the 13F portfolio, value $3,269,019.

    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 23,747 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,038,144.

    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).