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Disclosery

Gladstone Institutional Advisory LLC: PFE position timeline

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

Gladstone Institutional Advisory LLC held 78,104 PFE 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 78,104 shares
    Change vs previous 13F -15,786 shares

    0.06% of the 13F portfolio, value $1,880,747.

    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 93,890 shares
    Change vs previous 13F +14,164 shares

    0.1% of the 13F portfolio, value $2,636,433.

    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 79,726 shares
    Change vs previous 13F +1,112 shares

    0.07% of the 13F portfolio, value $1,985,183.

    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 78,614 shares
    Change vs previous 13F -3,207 shares

    0.08% of the 13F portfolio, value $2,003,091.

    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 81,821 shares
    Change vs previous 13F -3,948 shares

    0.08% of the 13F portfolio, value $1,983,352.

    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 85,769 shares
    Change vs previous 13F -78,663 shares

    0.1% of the 13F portfolio, value $2,173,386.

    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 164,432 shares
    Change vs previous 13F +13,587 shares

    0.2% of the 13F portfolio, value $4,362,389.

    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 150,845 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,365,461.

    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).