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Disclosery

Gladstone Institutional Advisory LLC: XLB position timeline

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

Gladstone Institutional Advisory LLC held 80,690 XLB 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 80,690 shares
    Change vs previous 13F +19,353 shares

    0.13% of the 13F portfolio, value $4,101,477.

    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 61,337 shares
    Change vs previous 13F +2,909 shares

    0.11% of the 13F portfolio, value $3,065,056.

    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 58,428 shares
    Change vs previous 13F +29,978 shares

    0.1% of the 13F portfolio, value $2,649,713.

    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 28,450 shares
    Change vs previous 13F -15,737 shares

    0.1% of the 13F portfolio, value $2,549,665.

    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 44,187 shares
    Change vs previous 13F -8,163 shares

    0.16% of the 13F portfolio, value $3,880,064.

    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 52,350 shares
    Change vs previous 13F +13,441 shares

    0.21% of the 13F portfolio, value $4,501,063.

    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 38,909 shares
    Change vs previous 13F -26,764 shares

    0.15% of the 13F portfolio, value $3,273,800.

    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 65,673 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,329,548.

    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).