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Disclosery

Gladstone Institutional Advisory LLC: XLK position timeline

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

Gladstone Institutional Advisory LLC held 86,525 XLK 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 86,525 shares
    Change vs previous 13F +15,665 shares

    0.52% of the 13F portfolio, value $16,484,700.

    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 70,860 shares
    Change vs previous 13F +19,222 shares

    0.35% of the 13F portfolio, value $9,417,313.

    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 51,638 shares
    Change vs previous 13F -14,628 shares

    0.28% of the 13F portfolio, value $7,434,364.

    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 66,266 shares
    Change vs previous 13F -136 shares

    0.72% of the 13F portfolio, value $18,677,711.

    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 66,402 shares
    Change vs previous 13F -2,076 shares

    0.69% of the 13F portfolio, value $16,815,090.

    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 68,478 shares
    Change vs previous 13F +12,904 shares

    0.66% of the 13F portfolio, value $14,139,307.

    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 55,574 shares
    Change vs previous 13F +9,057 shares

    0.6% of the 13F portfolio, value $12,922,146.

    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 46,517 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $10,501,753.

    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).