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Disclosery

Gladstone Institutional Advisory LLC: XLV position timeline

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

Gladstone Institutional Advisory LLC held 45,869 XLV 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 45,869 shares
    Change vs previous 13F +14,037 shares

    0.23% of the 13F portfolio, value $7,277,600.

    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 31,832 shares
    Change vs previous 13F -24,866 shares

    0.17% of the 13F portfolio, value $4,666,953.

    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 56,698 shares
    Change vs previous 13F -4,252 shares

    0.33% of the 13F portfolio, value $8,776,963.

    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 60,950 shares
    Change vs previous 13F -1,445 shares

    0.33% of the 13F portfolio, value $8,482,354.

    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 62,395 shares
    Change vs previous 13F -2,077 shares

    0.35% of the 13F portfolio, value $8,410,177.

    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 64,472 shares
    Change vs previous 13F -9,602 shares

    0.44% of the 13F portfolio, value $9,413,504.

    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 74,074 shares
    Change vs previous 13F +19,685 shares

    0.47% of the 13F portfolio, value $10,190,403.

    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 54,389 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $8,376,969.

    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).