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Disclosery

Gladstone Institutional Advisory LLC: USMV position timeline

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

Gladstone Institutional Advisory LLC held 84,449 USMV 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 84,449 shares
    Change vs previous 13F +3,176 shares

    0.26% of the 13F portfolio, value $8,145,913.

    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 81,273 shares
    Change vs previous 13F +3,302 shares

    0.28% of the 13F portfolio, value $7,537,300.

    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 77,971 shares
    Change vs previous 13F +1,354 shares

    0.28% of the 13F portfolio, value $7,341,800.

    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 76,617 shares
    Change vs previous 13F -1,635 shares

    0.28% of the 13F portfolio, value $7,289,345.

    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 78,252 shares
    Change vs previous 13F -1,562 shares

    0.3% of the 13F portfolio, value $7,345,500.

    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 79,814 shares
    Change vs previous 13F -7,861 shares

    0.35% of the 13F portfolio, value $7,475,369.

    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 87,675 shares
    Change vs previous 13F -6,709 shares

    0.36% of the 13F portfolio, value $7,784,631.

    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 94,384 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $8,618,163.

    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).