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Disclosery

Gladstone Institutional Advisory LLC: SCHA position timeline

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

Gladstone Institutional Advisory LLC held 15,240 SCHA 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 15,240 shares
    Change vs previous 13F +402 shares

    0.02% of the 13F portfolio, value $550,611.

    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 14,838 shares
    Change vs previous 13F +3,735 shares

    0.02% of the 13F portfolio, value $431,516.

    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 11,103 shares
    Change vs previous 13F -373 shares

    0.01% of the 13F portfolio, value $316,213.

    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 11,476 shares
    Change vs previous 13F +1,067 shares

    0.01% of the 13F portfolio, value $320,180.

    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 10,409 shares
    Change vs previous 13F -3,600 shares

    0.01% of the 13F portfolio, value $263,348.

    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 14,009 shares
    Change vs previous 13F +3,172 shares

    0.02% of the 13F portfolio, value $328,231.

    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 10,837 shares
    Change vs previous 13F +4,732 shares

    0.01% of the 13F portfolio, value $280,245.

    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 6,105 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $314,408.

    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).