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Disclosery

Gladstone Institutional Advisory LLC: VFH position timeline

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

Gladstone Institutional Advisory LLC held 29,033 VFH 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 29,033 shares
    Change vs previous 13F -2,430 shares

    0.12% of the 13F portfolio, value $3,820,696.

    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 31,463 shares
    Change vs previous 13F +1,690 shares

    0.14% of the 13F portfolio, value $3,801,079.

    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 29,773 shares
    Change vs previous 13F +905 shares

    0.15% of the 13F portfolio, value $3,974,416.

    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 28,868 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $3,788,670.

    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 28,863 shares
    Change vs previous 13F +523 shares

    0.15% of the 13F portfolio, value $3,674,270.

    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 28,340 shares
    Change vs previous 13F -2,393 shares

    0.16% of the 13F portfolio, value $3,385,745.

    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 30,733 shares
    Change vs previous 13F +137 shares

    0.17% of the 13F portfolio, value $3,628,663.

    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 30,596 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,362,831.

    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).