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Disclosery

Gladstone Institutional Advisory LLC: PFG position timeline

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

Gladstone Institutional Advisory LLC held 4,185 PFG 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 4,185 shares
    Change vs previous 13F +803 shares

    0.01% of the 13F portfolio, value $451,105.

    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 3,382 shares
    Change vs previous 13F +691 shares

    0.01% of the 13F portfolio, value $304,817.

    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 2,691 shares
    Change vs previous 13F -67 shares

    0.01% of the 13F portfolio, value $237,418.

    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 2,758 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $228,672.

    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 2,666 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $211,766.

    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 2,669 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $225,186.

    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).