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Disclosery

Gladstone Institutional Advisory LLC: SPDW position timeline

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

Gladstone Institutional Advisory LLC held 95,223 SPDW 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 95,223 shares
    Change vs previous 13F +12,603 shares

    0.15% of the 13F portfolio, value $4,798,308.

    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 82,620 shares
    Change vs previous 13F +964 shares

    0.14% of the 13F portfolio, value $3,771,643.

    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 81,656 shares
    Change vs previous 13F +7,044 shares

    0.14% of the 13F portfolio, value $3,626,382.

    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 74,612 shares
    Change vs previous 13F +5,404 shares

    0.12% of the 13F portfolio, value $3,192,642.

    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 69,208 shares
    Change vs previous 13F +1,810 shares

    0.12% of the 13F portfolio, value $2,802,213.

    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 67,398 shares
    Change vs previous 13F +18,435 shares

    0.11% of the 13F portfolio, value $2,453,960.

    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 48,963 shares
    Change vs previous 13F +2,347 shares

    0.08% of the 13F portfolio, value $1,671,121.

    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 46,616 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,750,887.

    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).