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Disclosery

Gladstone Institutional Advisory LLC: XLP position timeline

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

Gladstone Institutional Advisory LLC held 16,404 XLP 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 16,404 shares
    Change vs previous 13F -1,611 shares

    0.04% of the 13F portfolio, value $1,362,662.

    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 18,015 shares
    Change vs previous 13F -1,671 shares

    0.05% of the 13F portfolio, value $1,476,905.

    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 19,686 shares
    Change vs previous 13F +2,954 shares

    0.06% of the 13F portfolio, value $1,529,221.

    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 16,732 shares
    Change vs previous 13F -33 shares

    0.05% of the 13F portfolio, value $1,311,280.

    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 16,765 shares
    Change vs previous 13F +2,173 shares

    0.06% of the 13F portfolio, value $1,357,502.

    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 14,592 shares
    Change vs previous 13F -1,120 shares

    0.06% of the 13F portfolio, value $1,191,712.

    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 15,712 shares
    Change vs previous 13F -46,201 shares

    0.06% of the 13F portfolio, value $1,235,110.

    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 61,913 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,138,787.

    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).