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Disclosery

Gladstone Institutional Advisory LLC: VIG position timeline

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

Gladstone Institutional Advisory LLC held 97,990 VIG 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 97,990 shares
    Change vs previous 13F +3,727 shares

    0.73% of the 13F portfolio, value $23,186,447.

    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 94,263 shares
    Change vs previous 13F +2,654 shares

    0.75% of the 13F portfolio, value $20,272,416.

    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 91,609 shares
    Change vs previous 13F +3,171 shares

    0.76% of the 13F portfolio, value $20,133,970.

    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 88,438 shares
    Change vs previous 13F +596 shares

    0.73% of the 13F portfolio, value $19,084,021.

    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 87,842 shares
    Change vs previous 13F +6,656 shares

    0.74% of the 13F portfolio, value $17,978,557.

    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 81,186 shares
    Change vs previous 13F +1,121 shares

    0.73% of the 13F portfolio, value $15,749,210.

    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 80,065 shares
    Change vs previous 13F +3,620 shares

    0.73% of the 13F portfolio, value $15,679,084.

    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 76,445 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $15,140,744.

    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).