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Disclosery

Gladstone Institutional Advisory LLC: SPY position timeline

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

Gladstone Institutional Advisory LLC held 73,288 SPY 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 73,288 shares
    Change vs previous 13F -703 shares

    1.73% of the 13F portfolio, value $54,729,192.

    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 73,991 shares
    Change vs previous 13F -10,277 shares

    1.78% of the 13F portfolio, value $48,119,493.

    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 84,268 shares
    Change vs previous 13F +3,867 shares

    2.17% of the 13F portfolio, value $57,464,606.

    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 80,401 shares
    Change vs previous 13F -1,564 shares

    2.06% of the 13F portfolio, value $53,561,869.

    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 81,965 shares
    Change vs previous 13F -1,083 shares

    2.09% of the 13F portfolio, value $50,642,122.

    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 83,048 shares
    Change vs previous 13F -354 shares

    2.17% of the 13F portfolio, value $46,456,295.

    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 83,402 shares
    Change vs previous 13F +5,759 shares

    2.27% of the 13F portfolio, value $48,880,336.

    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 77,643 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $44,548,534.

    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).