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Disclosery

Gladstone Institutional Advisory LLC: XLI position timeline

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

Gladstone Institutional Advisory LLC held 69,815 XLI 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 69,815 shares
    Change vs previous 13F +10,813 shares

    0.41% of the 13F portfolio, value $12,931,882.

    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 59,002 shares
    Change vs previous 13F -16,201 shares

    0.35% of the 13F portfolio, value $9,542,547.

    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 75,203 shares
    Change vs previous 13F -10,816 shares

    0.44% of the 13F portfolio, value $11,665,614.

    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 86,019 shares
    Change vs previous 13F +2,405 shares

    0.51% of the 13F portfolio, value $13,266,711.

    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 83,614 shares
    Change vs previous 13F +6,707 shares

    0.51% of the 13F portfolio, value $12,334,791.

    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 76,907 shares
    Change vs previous 13F +7,973 shares

    0.47% of the 13F portfolio, value $10,080,235.

    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 68,934 shares
    Change vs previous 13F +4,408 shares

    0.42% of the 13F portfolio, value $9,082,688.

    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 64,526 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $8,739,450.

    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).