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Disclosery

Gladstone Institutional Advisory LLC: XLY position timeline

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

Gladstone Institutional Advisory LLC held 26,236 XLY 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 26,236 shares
    Change vs previous 13F +15,454 shares

    0.1% of the 13F portfolio, value $3,076,928.

    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 10,782 shares
    Change vs previous 13F +212 shares

    0.04% of the 13F portfolio, value $1,175,122.

    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 10,570 shares
    Change vs previous 13F +6,229 shares

    0.05% of the 13F portfolio, value $1,262,212.

    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 4,341 shares
    Change vs previous 13F +675 shares

    0.04% of the 13F portfolio, value $1,040,343.

    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 3,666 shares
    Change vs previous 13F +361 shares

    0.03% of the 13F portfolio, value $796,813.

    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 3,305 shares
    Change vs previous 13F -1,205 shares

    0.03% of the 13F portfolio, value $652,669.

    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 4,510 shares
    Change vs previous 13F -6,266 shares

    0.05% of the 13F portfolio, value $1,011,787.

    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 10,776 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,159,152.

    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).