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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

  1. period ended2026-06-30
    13F 16,040 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,360 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,451 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,328 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,208 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,424 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,403 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 35,928 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).