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Gladstone Institutional Advisory LLC: QQQM position timeline

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

Gladstone Institutional Advisory LLC held 95,124 QQQM 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 95,124 shares
    Change vs previous 13F +1,342 shares

    0.91% of the 13F portfolio, value $28,819,774.

    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 93,782 shares
    Change vs previous 13F +20,865 shares

    0.83% of the 13F portfolio, value $22,284,630.

    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 72,917 shares
    Change vs previous 13F -8,608 shares

    0.7% of the 13F portfolio, value $18,442,295.

    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 81,525 shares
    Change vs previous 13F -8,746 shares

    0.78% of the 13F portfolio, value $20,146,415.

    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 90,271 shares
    Change vs previous 13F -14,243 shares

    0.85% of the 13F portfolio, value $20,500,558.

    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 104,514 shares
    Change vs previous 13F +1,305 shares

    0.94% of the 13F portfolio, value $20,173,284.

    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 103,209 shares
    Change vs previous 13F +18,365 shares

    1.01% of the 13F portfolio, value $21,720,291.

    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 84,844 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $17,040,914.

    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).