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Disclosery

Gladstone Institutional Advisory LLC: SHOP position timeline

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

Gladstone Institutional Advisory LLC held 6,398 SHOP 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 6,398 shares
    Change vs previous 13F -710 shares

    0.02% of the 13F portfolio, value $730,524.

    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 7,108 shares
    Change vs previous 13F -2,669 shares

    0.03% of the 13F portfolio, value $843,151.

    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 9,777 shares
    Change vs previous 13F +2,385 shares

    0.06% of the 13F portfolio, value $1,573,804.

    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 7,392 shares
    Change vs previous 13F -1,531 shares

    0.04% of the 13F portfolio, value $1,098,525.

    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 8,923 shares
    Change vs previous 13F -656 shares

    0.04% of the 13F portfolio, value $1,029,268.

    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 9,579 shares
    Change vs previous 13F -3,858 shares

    0.04% of the 13F portfolio, value $914,221.

    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 13,437 shares
    Change vs previous 13F +4,476 shares

    0.07% of the 13F portfolio, value $1,428,756.

    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 8,961 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $718,135.

    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).