Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp 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.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 97,869
Value: $5.58M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	97,869	$5.58M	0.2%	+7,988+8.9%	Added	Holders
Q1 2026	89,881	$4.38M	0.2%	+2,996+3.4%	Added	Holders
Q4 2025	86,885	$4.78M	0.2%	−3,481−3.9%	Reduced	Holders
Q3 2025	90,366	$4.66M	0.2%	−7,562−7.7%	Reduced	Holders
Q2 2025	97,928	$4.63M	0.2%	+10,164+11.6%	Added	Holders
Q1 2025	87,764	$3.66M	0.2%	+6,380+7.8%	Added	Holders
Q4 2024	81,384	$3.58M	0.2%	−391−0.5%	Reduced	Holders
Q3 2024	81,775	$3.24M	0.2%	+33,205+68.4%	Added	Holders
Q2 2024	48,570	$1.93M	0.1%	+1,226+2.6%	Added	Holders
Q1 2024	47,344	$1.80M	0.1%	−9,837−17.2%	Reduced	Holders
Q4 2023	57,181	$1.93M	0.1%	−11,376−16.6%	Reduced	Holders
Q3 2023	68,557	$1.88M	0.1%	−5,575−7.5%	Reduced	Holders
Q2 2023	74,132	$2.13M	0.1%	+4,476+6.4%	Added	Holders
Q1 2023	69,656	$1.99M	0.1%	−2,256−3.1%	Reduced	Holders
Q4 2022	71,912	$2.38M	0.2%	−73,626−50.6%	Reduced	Holders
Q3 2022	145,538	$4.39M	0.3%	+65,403+81.6%	Added	Holders
Q2 2022	80,135	$2.50M	0.2%	+10,039+14.3%	Added	Holders
Q1 2022	70,096	$2.89M	0.2%	+9,396+15.5%	Added	Holders
Q4 2021	60,700	$2.70M	0.2%	−847−1.4%	Reduced	Holders
Q3 2021	61,547	$2.61M	0.3%	−18,022−22.6%	Reduced	Holders
Q2 2021	79,569	$3.28M	0.4%	+15,579+24.3%	Added	Holders
Q1 2021	63,990	$2.48M	0.4%	–	–	Holders

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