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Disclosery

Gladstone Institutional Advisory LLC: USRT position timeline

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

Gladstone Institutional Advisory LLC held 12,624 USRT 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 12,624 shares
    Change vs previous 13F -12,560 shares

    0.03% of the 13F portfolio, value $838,862.

    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 25,184 shares
    Change vs previous 13F +1,791 shares

    0.06% of the 13F portfolio, value $1,490,665.

    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 23,393 shares
    Change vs previous 13F +2,147 shares

    0.05% of the 13F portfolio, value $1,332,501.

    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 21,246 shares
    Change vs previous 13F +1,671 shares

    0.05% of the 13F portfolio, value $1,247,577.

    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 19,575 shares
    Change vs previous 13F +7,451 shares

    0.05% of the 13F portfolio, value $1,107,158.

    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 12,124 shares
    Change vs previous 13F +2,550 shares

    0.03% of the 13F portfolio, value $698,357.

    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 9,574 shares
    Change vs previous 13F +2,856 shares

    0.03% of the 13F portfolio, value $548,700.

    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 6,718 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $413,632.

    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).