Gladstone Institutional Advisory LLC: SPHQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gladstone Institutional Advisory LLC on SPHQ, newest first. How the timeline and the estimate are built.
Gladstone Institutional Advisory LLC held 16,040 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 16,040 sharesChange vs previous 13F -320 shares
0.05% of the 13F portfolio, value $1,445,180.
13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,360 sharesChange vs previous 13F -2,091 shares
0.05% of the 13F portfolio, value $1,230,164.
13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,451 sharesChange vs previous 13F -3,877 shares
0.05% of the 13F portfolio, value $1,384,803.
13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,328 sharesChange vs previous 13F -880 shares
0.06% of the 13F portfolio, value $1,636,419.
13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,208 sharesChange vs previous 13F -216 shares
0.07% of the 13F portfolio, value $1,653,802.
13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,424 sharesChange vs previous 13F +21 shares
0.07% of the 13F portfolio, value $1,553,948.
13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,403 sharesChange vs previous 13F -12,525 shares
0.07% of the 13F portfolio, value $1,568,703.
13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 35,928 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $2,416,877.
13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).