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Disclosery

Gladstone Institutional Advisory LLC: XLE position timeline

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

Gladstone Institutional Advisory LLC held 70,551 XLE 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 70,551 shares
    Change vs previous 13F -27,852 shares

    0.12% of the 13F portfolio, value $3,746,974.

    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 98,403 shares
    Change vs previous 13F -45,543 shares

    0.22% of the 13F portfolio, value $6,028,208.

    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 143,946 shares
    Change vs previous 13F +70,364 shares

    0.24% of the 13F portfolio, value $6,435,869.

    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 73,582 shares
    Change vs previous 13F +6,039 shares

    0.25% of the 13F portfolio, value $6,573,796.

    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 67,543 shares
    Change vs previous 13F -5,932 shares

    0.24% of the 13F portfolio, value $5,728,322.

    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 73,475 shares
    Change vs previous 13F -12,068 shares

    0.32% of the 13F portfolio, value $6,866,200.

    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 85,543 shares
    Change vs previous 13F -43,717 shares

    0.34% of the 13F portfolio, value $7,327,618.

    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 129,260 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $11,349,013.

    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).