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Gladstone Institutional Advisory LLC: VTV position timeline

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

Gladstone Institutional Advisory LLC held 79,155 VTV 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 79,155 shares
    Change vs previous 13F +3,809 shares

    0.55% of the 13F portfolio, value $17,250,204.

    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 75,346 shares
    Change vs previous 13F +29,124 shares

    0.55% of the 13F portfolio, value $14,782,987.

    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 46,222 shares
    Change vs previous 13F -462 shares

    0.33% of the 13F portfolio, value $8,827,979.

    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 46,684 shares
    Change vs previous 13F +320 shares

    0.34% of the 13F portfolio, value $8,706,044.

    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 46,364 shares
    Change vs previous 13F +687 shares

    0.34% of the 13F portfolio, value $8,194,391.

    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 45,677 shares
    Change vs previous 13F +3,196 shares

    0.37% of the 13F portfolio, value $7,890,259.

    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 42,481 shares
    Change vs previous 13F -53 shares

    0.33% of the 13F portfolio, value $7,192,111.

    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 42,534 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $7,425,089.

    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).