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Disclosery

Gladstone Institutional Advisory LLC: SDVY position timeline

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

Gladstone Institutional Advisory LLC held 111,947 SDVY 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 111,947 shares
    Change vs previous 13F -930 shares

    0.15% of the 13F portfolio, value $4,829,394.

    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 112,877 shares
    Change vs previous 13F -6,059 shares

    0.16% of the 13F portfolio, value $4,450,740.

    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 118,936 shares
    Change vs previous 13F -38,108 shares

    0.17% of the 13F portfolio, value $4,557,630.

    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 157,044 shares
    Change vs previous 13F -3,053 shares

    0.23% of the 13F portfolio, value $5,970,728.

    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 160,097 shares
    Change vs previous 13F -20,749 shares

    0.23% of the 13F portfolio, value $5,648,215.

    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 180,846 shares
    Change vs previous 13F +39,313 shares

    0.28% of the 13F portfolio, value $6,058,338.

    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 141,533 shares
    Change vs previous 13F +12,240 shares

    0.24% of the 13F portfolio, value $5,073,954.

    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 129,293 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,703,669.

    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).