Skip to content
Disclosery

Gladstone Institutional Advisory LLC: XLF position timeline

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

Gladstone Institutional Advisory LLC held 140,442 XLF 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 140,442 shares
    Change vs previous 13F -25,344 shares

    0.24% of the 13F portfolio, value $7,529,113.

    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 165,786 shares
    Change vs previous 13F +35,781 shares

    0.3% of the 13F portfolio, value $8,184,898.

    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 130,005 shares
    Change vs previous 13F -5,884 shares

    0.27% of the 13F portfolio, value $7,120,381.

    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 135,889 shares
    Change vs previous 13F -75,083 shares

    0.28% of the 13F portfolio, value $7,320,328.

    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 210,972 shares
    Change vs previous 13F +1,620 shares

    0.46% of the 13F portfolio, value $11,048,628.

    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 209,352 shares
    Change vs previous 13F -10,184 shares

    0.49% of the 13F portfolio, value $10,427,798.

    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 219,536 shares
    Change vs previous 13F -34,890 shares

    0.49% of the 13F portfolio, value $10,610,164.

    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 254,426 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $11,530,577.

    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).