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Livermore
Livermore
ZHEN

Gladstone Institutional Advisory LLC

SEC CIK
0001766530
Latest filing
Jul 27, 2026

AAPL holding history

Apple Inc. in every 13F filed by Gladstone Institutional Advisory LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
283,794
Value
$82.1M
% of portfolio
2.6%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Gladstone Institutional Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026283,794$82.1M2.6%+6,955+2.5%AddedHolders
Q1 2026276,839$70.3M2.6%+4,180+1.5%AddedHolders
Q4 2025272,659$74.1M2.8%+1,810+0.7%AddedHolders
Q3 2025270,849$69.0M2.7%−2,929−1.1%ReducedHolders
Q2 2025273,778$56.2M2.3%+8,302+3.1%AddedHolders
Q1 2025265,476$59.0M2.7%+14,910+6.0%AddedHolders
Q4 2024250,566$62.7M2.9%+11,661+4.9%AddedHolders
Q3 2024238,905$55.7M2.7%+23,344+10.8%AddedHolders
Q2 2024215,561$45.4M2.4%+2,910+1.4%AddedHolders
Q1 2024212,651$36.5M2.0%−39,568−15.7%ReducedHolders
Q4 2023252,219$48.6M2.7%+20,203+8.7%AddedHolders
Q3 2023232,016$39.7M2.6%−1,636−0.7%ReducedHolders
Q2 2023233,652$45.3M2.8%−3,000−1.3%ReducedHolders
Q1 2023236,652$39.0M2.5%+2,249+1.0%AddedHolders
Q4 2022234,403$30.5M2.1%−23,767−9.2%ReducedHolders
Q3 2022258,170$35.7M2.8%−452−0.2%ReducedHolders
Q2 2022258,622$35.4M2.8%−8,220−3.1%ReducedHolders
Q1 2022266,842$46.6M3.2%+41,719+18.5%AddedHolders
Q4 2021225,123$40.0M3.1%+21,254+10.4%AddedHolders
Q3 2021203,869$28.8M2.8%+40,133+24.5%AddedHolders
Q2 2021163,736$22.4M2.7%+31,814+24.1%AddedHolders
Q1 2021131,922$16.1M2.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.