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Disclosery

Gladstone Institutional Advisory LLC: SPYM position timeline

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

Gladstone Institutional Advisory LLC held 594,395 SPYM 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 594,395 shares
    Change vs previous 13F +663 shares

    1.65% of the 13F portfolio, value $52,235,457.

    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 593,732 shares
    Change vs previous 13F -19,379 shares

    1.68% of the 13F portfolio, value $45,444,322.

    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 613,111 shares
    Change vs previous 13F -28,839 shares

    1.86% of the 13F portfolio, value $49,183,784.

    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 641,950 shares
    Change vs previous 13F -22,068 shares

    1.94% of the 13F portfolio, value $50,290,347.

    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 664,018 shares
    Change vs previous 13F +1,276 shares

    1.99% of the 13F portfolio, value $48,267,474.

    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 662,742 shares
    Change vs previous 13F +22,874 shares

    2.03% of the 13F portfolio, value $43,581,893.

    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 639,868 shares
    Change vs previous 13F +111,528 shares

    2.05% of the 13F portfolio, value $44,112,515.

    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 528,340 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $35,668,211.

    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).