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Disclosery

Gladstone Institutional Advisory LLC: XLC position timeline

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

Gladstone Institutional Advisory LLC held 41,999 XLC 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 41,999 shares
    Change vs previous 13F +987 shares

    0.14% of the 13F portfolio, value $4,499,371.

    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 41,012 shares
    Change vs previous 13F -3,866 shares

    0.17% of the 13F portfolio, value $4,546,682.

    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 44,878 shares
    Change vs previous 13F -3,768 shares

    0.2% of the 13F portfolio, value $5,283,142.

    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 48,646 shares
    Change vs previous 13F +3,026 shares

    0.22% of the 13F portfolio, value $5,758,226.

    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 45,620 shares
    Change vs previous 13F +810 shares

    0.2% of the 13F portfolio, value $4,951,156.

    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 44,810 shares
    Change vs previous 13F -17,090 shares

    0.2% of the 13F portfolio, value $4,321,958.

    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 61,900 shares
    Change vs previous 13F +16,081 shares

    0.28% of the 13F portfolio, value $5,992,511.

    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 45,819 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,142,021.

    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).