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Disclosery

Gladstone Institutional Advisory LLC: SPYG position timeline

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

Gladstone Institutional Advisory LLC held 356,590 SPYG 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 356,590 shares
    Change vs previous 13F +10,425 shares

    1.34% of the 13F portfolio, value $42,430,649.

    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 346,165 shares
    Change vs previous 13F +20,984 shares

    1.26% of the 13F portfolio, value $33,893,041.

    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 325,181 shares
    Change vs previous 13F +10,201 shares

    1.31% of the 13F portfolio, value $34,696,886.

    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 314,980 shares
    Change vs previous 13F -6,231 shares

    1.27% of the 13F portfolio, value $32,918,546.

    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 321,211 shares
    Change vs previous 13F +32,295 shares

    1.26% of the 13F portfolio, value $30,617,835.

    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 288,916 shares
    Change vs previous 13F +13,694 shares

    1.08% of the 13F portfolio, value $23,220,150.

    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 275,222 shares
    Change vs previous 13F +48,526 shares

    1.12% of the 13F portfolio, value $24,192,045.

    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 226,696 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $18,802,172.

    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).