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Gladstone Institutional Advisory LLC: PM position timeline

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

Gladstone Institutional Advisory LLC held 21,244 PM 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 21,244 shares
    Change vs previous 13F +66 shares

    0.12% of the 13F portfolio, value $3,843,331.

    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 21,178 shares
    Change vs previous 13F -5,001 shares

    0.13% of the 13F portfolio, value $3,501,576.

    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 26,179 shares
    Change vs previous 13F -1,070 shares

    0.16% of the 13F portfolio, value $4,199,207.

    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 27,249 shares
    Change vs previous 13F -760 shares

    0.17% of the 13F portfolio, value $4,419,749.

    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 28,009 shares
    Change vs previous 13F -3,416 shares

    0.21% of the 13F portfolio, value $5,101,365.

    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 31,425 shares
    Change vs previous 13F +11,608 shares

    0.23% of the 13F portfolio, value $4,988,056.

    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 19,817 shares
    Change vs previous 13F +918 shares

    0.11% of the 13F portfolio, value $2,384,951.

    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 18,899 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,294,356.

    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).