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Disclosery

Gladstone Institutional Advisory LLC: XLG position timeline

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

Gladstone Institutional Advisory LLC held 276,809 XLG 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 276,809 shares
    Change vs previous 13F -11,710 shares

    0.54% of the 13F portfolio, value $16,948,991.

    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 288,519 shares
    Change vs previous 13F -233,255 shares

    0.58% of the 13F portfolio, value $15,738,753.

    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 521,774 shares
    Change vs previous 13F +24,649 shares

    1.17% of the 13F portfolio, value $30,930,767.

    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 497,125 shares
    Change vs previous 13F -7,705 shares

    1.1% of the 13F portfolio, value $28,594,642.

    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 504,830 shares
    Change vs previous 13F +371,247 shares

    1.09% of the 13F portfolio, value $26,301,660.

    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 133,583 shares
    Change vs previous 13F +126,911 shares

    0.29% of the 13F portfolio, value $6,147,488.

    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 6,672 shares
    Change vs previous 13F +1,638 shares

    0.02% of the 13F portfolio, value $333,333.

    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 5,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,266.

    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).