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Disclosery

Gladstone Institutional Advisory LLC: VOO position timeline

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

Gladstone Institutional Advisory LLC held 97,638 VOO 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 97,638 shares
    Change vs previous 13F +2,408 shares

    2.12% of the 13F portfolio, value $67,059,055.

    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 95,230 shares
    Change vs previous 13F +5,775 shares

    2.11% of the 13F portfolio, value $56,904,807.

    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 89,455 shares
    Change vs previous 13F -565 shares

    2.12% of the 13F portfolio, value $56,100,084.

    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 90,020 shares
    Change vs previous 13F -1,490 shares

    2.12% of the 13F portfolio, value $55,126,707.

    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 91,510 shares
    Change vs previous 13F +8,205 shares

    2.15% of the 13F portfolio, value $51,980,594.

    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 83,305 shares
    Change vs previous 13F -1,660 shares

    2% of the 13F portfolio, value $42,811,495.

    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 84,965 shares
    Change vs previous 13F +3,132 shares

    2.12% of the 13F portfolio, value $45,779,926.

    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 81,833 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $43,180,804.

    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).