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Disclosery

Gladstone Institutional Advisory LLC: XLU position timeline

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

Gladstone Institutional Advisory LLC held 118,854 XLU 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 118,854 shares
    Change vs previous 13F +13,910 shares

    0.17% of the 13F portfolio, value $5,388,847.

    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 104,944 shares
    Change vs previous 13F -133,688 shares

    0.18% of the 13F portfolio, value $4,815,924.

    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 238,632 shares
    Change vs previous 13F +109,702 shares

    0.38% of the 13F portfolio, value $10,187,228.

    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 128,930 shares
    Change vs previous 13F +55,433 shares

    0.43% of the 13F portfolio, value $11,243,971.

    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 73,497 shares
    Change vs previous 13F +23,869 shares

    0.25% of the 13F portfolio, value $6,001,768.

    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 49,628 shares
    Change vs previous 13F -11,780 shares

    0.18% of the 13F portfolio, value $3,913,156.

    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 61,408 shares
    Change vs previous 13F -15,731 shares

    0.22% of the 13F portfolio, value $4,647,934.

    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 77,139 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,231,281.

    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).