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Disclosery

Gladstone Institutional Advisory LLC: SPEM position timeline

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

Gladstone Institutional Advisory LLC held 85,734 SPEM 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 85,734 shares
    Change vs previous 13F +7,976 shares

    0.14% of the 13F portfolio, value $4,439,318.

    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 77,758 shares
    Change vs previous 13F +2,557 shares

    0.14% of the 13F portfolio, value $3,647,651.

    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 75,201 shares
    Change vs previous 13F +5,969 shares

    0.13% of the 13F portfolio, value $3,520,189.

    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 69,232 shares
    Change vs previous 13F +1,984 shares

    0.12% of the 13F portfolio, value $3,240,743.

    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 67,248 shares
    Change vs previous 13F -919 shares

    0.12% of the 13F portfolio, value $2,874,161.

    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 68,167 shares
    Change vs previous 13F -9,578 shares

    0.13% of the 13F portfolio, value $2,683,720.

    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 77,745 shares
    Change vs previous 13F -11,471 shares

    0.14% of the 13F portfolio, value $2,983,087.

    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 89,216 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,682,857.

    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).