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Disclosery

Gladstone Institutional Advisory LLC: SCHG position timeline

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

Gladstone Institutional Advisory LLC held 177,273 SCHG 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 177,273 shares
    Change vs previous 13F +27,743 shares

    0.19% of the 13F portfolio, value $5,998,909.

    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 149,530 shares
    Change vs previous 13F +4,257 shares

    0.16% of the 13F portfolio, value $4,355,832.

    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 145,273 shares
    Change vs previous 13F +679 shares

    0.18% of the 13F portfolio, value $4,738,828.

    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 144,594 shares
    Change vs previous 13F +3,042 shares

    0.18% of the 13F portfolio, value $4,614,009.

    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 141,552 shares
    Change vs previous 13F +2,714 shares

    0.17% of the 13F portfolio, value $4,134,735.

    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 138,838 shares
    Change vs previous 13F +1,170 shares

    0.16% of the 13F portfolio, value $3,476,495.

    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 137,668 shares
    Change vs previous 13F +98,746 shares

    0.18% of the 13F portfolio, value $3,836,811.

    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 38,922 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,054,940.

    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).