Gladstone Institutional Advisory LLC
All 13F Filings
- Location
- Bedminster, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,162,894
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 892 | 3,162,894 | 13F-HR | Gladstone Institutional Advisory LLC |
| Q1 2026 | 5/14/2026 | 829 | 2,698,953 | 13F-HR | Gladstone Institutional Advisory LLC |
| Q4 2025 | 2/17/2026 | 788 | 2,648,105 | 13F-HR | Gladstone Institutional Advisory LLC |
| Q3 2025 | 10/22/2025 | 784 | 2,596,633 | 13F-HR | Gladstone Institutional Advisory LLC |
| Q2 2025 | 8/12/2025 | 753 | 2,420,619 | 13F-HR | Gladstone Institutional Advisory LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.262 M | 39.9% | 100.3 K | 0 | 100.3 K |
| ETFs | 1.897 M | 60.0% | 363.6 K | 0 | 363.6 K |
| Debt | 1.555 K | 0.0% | 0 | 73 | -73 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
3,162,894
Holdings
892
QoQ value change ($000)
463,941
(17.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.