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Disclosery

Gladstone Institutional Advisory LLC: SPIB position timeline

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

Gladstone Institutional Advisory LLC held 617,222 SPIB 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 617,222 shares
    Change vs previous 13F +47,180 shares

    0.65% of the 13F portfolio, value $20,652,247.

    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 570,042 shares
    Change vs previous 13F +456,625 shares

    0.71% of the 13F portfolio, value $19,119,217.

    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 113,417 shares
    Change vs previous 13F +12,478 shares

    0.14% of the 13F portfolio, value $3,834,634.

    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 100,939 shares
    Change vs previous 13F +2,215 shares

    0.13% of the 13F portfolio, value $3,420,829.

    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 98,724 shares
    Change vs previous 13F +14,800 shares

    0.14% of the 13F portfolio, value $3,315,147.

    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 83,924 shares
    Change vs previous 13F +13,143 shares

    0.13% of the 13F portfolio, value $2,789,647.

    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 70,781 shares
    Change vs previous 13F +5,786 shares

    0.11% of the 13F portfolio, value $2,318,772.

    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 64,995 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,190,997.

    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).