Skip to content
Disclosery

Gladstone Institutional Advisory LLC: UTES position timeline

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

Gladstone Institutional Advisory LLC held 39,234 UTES 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 39,234 shares
    Change vs previous 13F +299 shares

    0.1% of the 13F portfolio, value $3,206,953.

    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 38,935 shares
    Change vs previous 13F +2,231 shares

    0.12% of the 13F portfolio, value $3,110,928.

    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 36,704 shares
    Change vs previous 13F -163 shares

    0.11% of the 13F portfolio, value $2,897,819.

    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 36,867 shares
    Change vs previous 13F -429 shares

    0.12% of the 13F portfolio, value $3,076,177.

    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 37,296 shares
    Change vs previous 13F +666 shares

    0.12% of the 13F portfolio, value $2,819,546.

    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 36,630 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,366,297.

    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).