Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co 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.

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

Shares (Q2 2026): 30,411
Value: $2.93M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,411	$2.93M	0.1%	−722−2.3%	Reduced	Holders
Q1 2026	31,133	$3.00M	0.1%	+673+2.2%	Added	Holders
Q4 2025	30,460	$3.47M	0.1%	+2,898+10.5%	Added	Holders
Q3 2025	27,562	$3.16M	0.1%	−390−1.4%	Reduced	Holders
Q2 2025	27,952	$3.47M	0.1%	+1,113+4.1%	Added	Holders
Q1 2025	26,839	$2.65M	0.1%	+839+3.2%	Added	Holders
Q4 2024	26,000	$2.90M	0.1%	−3,714−12.5%	Reduced	Holders
Q3 2024	29,714	$2.86M	0.1%	+293+1.0%	Added	Holders
Q2 2024	29,421	$2.92M	0.2%	+1,607+5.8%	Added	Holders
Q1 2024	27,814	$3.40M	0.2%	−3,084−10.0%	Reduced	Holders
Q4 2023	30,898	$2.79M	0.2%	−438−1.4%	Reduced	Holders
Q3 2023	31,336	$2.54M	0.2%	+2,200+7.6%	Added	Holders
Q2 2023	29,136	$2.60M	0.2%	−435−1.5%	Reduced	Holders
Q1 2023	29,571	$2.96M	0.2%	−748−2.5%	Reduced	Holders
Q4 2022	30,319	$2.63M	0.2%	−4,770−13.6%	Reduced	Holders
Q3 2022	35,089	$3.31M	0.3%	−11,202−24.2%	Reduced	Holders
Q2 2022	46,291	$4.37M	0.3%	+10,595+29.7%	Added	Holders
Q1 2022	35,696	$4.90M	0.3%	−1,751−4.7%	Reduced	Holders
Q4 2021	37,447	$5.80M	0.4%	+5,557+17.4%	Added	Holders
Q3 2021	31,890	$5.39M	0.5%	+11,224+54.3%	Added	Holders
Q2 2021	20,666	$3.63M	0.4%	−1,905−8.4%	Reduced	Holders
Q1 2021	22,571	$4.17M	0.6%	–	–	Holders

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