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Disclosery

Gladstone Institutional Advisory LLC: SCHV position timeline

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

Gladstone Institutional Advisory LLC held 286,956 SCHV 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 286,956 shares
    Change vs previous 13F +30,358 shares

    0.32% of the 13F portfolio, value $9,988,924.

    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 256,598 shares
    Change vs previous 13F +2,878 shares

    0.29% of the 13F portfolio, value $7,826,257.

    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 253,720 shares
    Change vs previous 13F +503 shares

    0.28% of the 13F portfolio, value $7,512,656.

    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 253,217 shares
    Change vs previous 13F -310 shares

    0.28% of the 13F portfolio, value $7,371,138.

    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 253,527 shares
    Change vs previous 13F +7,897 shares

    0.29% of the 13F portfolio, value $7,015,092.

    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 245,630 shares
    Change vs previous 13F -282 shares

    0.3% of the 13F portfolio, value $6,528,839.

    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 245,912 shares
    Change vs previous 13F +162,010 shares

    0.3% of the 13F portfolio, value $6,410,929.

    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 83,902 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,743,176.

    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).