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Gladstone Institutional Advisory LLC: UITB position timeline

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

Gladstone Institutional Advisory LLC held 129,831 UITB 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 129,831 shares
    Change vs previous 13F +1,328 shares

    0.19% of the 13F portfolio, value $6,081,030.

    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 128,503 shares
    Change vs previous 13F +11,246 shares

    0.22% of the 13F portfolio, value $6,041,866.

    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 117,257 shares
    Change vs previous 13F +1,479 shares

    0.21% of the 13F portfolio, value $5,552,714.

    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 115,778 shares
    Change vs previous 13F +2,267 shares

    0.21% of the 13F portfolio, value $5,501,754.

    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 113,511 shares
    Change vs previous 13F +405 shares

    0.22% of the 13F portfolio, value $5,342,956.

    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 113,106 shares
    Change vs previous 13F +3,682 shares

    0.25% of the 13F portfolio, value $5,309,191.

    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 109,424 shares
    Change vs previous 13F +10,522 shares

    0.23% of the 13F portfolio, value $5,029,107.

    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 98,902 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,740,352.

    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).