Skip to content
Disclosery

Gladstone Institutional Advisory LLC: SPYV position timeline

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

Gladstone Institutional Advisory LLC held 590,728 SPYV 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 590,728 shares
    Change vs previous 13F -86,731 shares

    1.14% of the 13F portfolio, value $35,910,356.

    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 677,459 shares
    Change vs previous 13F -16,867 shares

    1.42% of the 13F portfolio, value $38,330,643.

    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 694,326 shares
    Change vs previous 13F -35,561 shares

    1.49% of the 13F portfolio, value $39,444,700.

    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 729,887 shares
    Change vs previous 13F -36,569 shares

    1.56% of the 13F portfolio, value $40,384,667.

    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 766,456 shares
    Change vs previous 13F +41,700 shares

    1.66% of the 13F portfolio, value $40,116,292.

    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 724,756 shares
    Change vs previous 13F +103,571 shares

    1.73% of the 13F portfolio, value $37,013,288.

    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 621,185 shares
    Change vs previous 13F +157,220 shares

    1.47% of the 13F portfolio, value $31,767,419.

    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 463,965 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $24,525,178.

    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).