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Disclosery

Gladstone Institutional Advisory LLC: USFR position timeline

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

Gladstone Institutional Advisory LLC held 492,844 USFR 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 492,844 shares
    Change vs previous 13F -45,805 shares

    0.78% of the 13F portfolio, value $24,814,701.

    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 538,649 shares
    Change vs previous 13F -504,303 shares

    1% of the 13F portfolio, value $27,115,629.

    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 1,042,952 shares
    Change vs previous 13F +115,879 shares

    1.98% of the 13F portfolio, value $52,481,345.

    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 927,073 shares
    Change vs previous 13F +60,849 shares

    1.79% of the 13F portfolio, value $46,603,981.

    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 866,224 shares
    Change vs previous 13F -102,270 shares

    1.8% of the 13F portfolio, value $43,579,752.

    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 968,494 shares
    Change vs previous 13F -17,699 shares

    2.27% of the 13F portfolio, value $48,744,287.

    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 986,193 shares
    Change vs previous 13F +117,420 shares

    2.3% of the 13F portfolio, value $49,625,240.

    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 868,773 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $43,629,770.

    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).