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Gladstone Institutional Advisory LLC

SEC CIK
0001766530
Latest filing
Jul 27, 2026

ET holding history

Energy Transfer LP 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.

ET overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q2 2026)
114,168
Value
$2.18M
% of portfolio
0.1%
Quarters held
18
Since Q2 2021
Holdings of ET by Gladstone Institutional Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026114,168$2.18M0.1%+31,802+38.6%AddedHolders
Q1 202682,366$1.59M0.1%−3,736−4.3%ReducedHolders
Q4 202586,102$1.42M0.1%+15,920+22.7%AddedHolders
Q3 202570,182$1.20M<0.1%−24,047−25.5%ReducedHolders
Q2 202594,229$1.71M0.1%+74+0.1%AddedHolders
Q1 202594,155$1.75M0.1%−20,190−17.7%ReducedHolders
Q4 2024114,345$2.24M0.1%+25,994+29.4%AddedHolders
Q3 202488,351$1.42M0.1%+44,338+100.7%AddedHolders
Q2 202444,013$713.9K<0.1%−861−1.9%ReducedHolders
Q1 202444,874$705.9K<0.1%+2,649+6.3%AddedHolders
Q4 202342,225$582.7K<0.1%+9,343+28.4%AddedHolders
Q3 202332,882$461.3K<0.1%+5,249+19.0%AddedHolders
Q2 202327,633$350.9K<0.1%+9,129+49.3%AddedHolders
Q1 202318,504$230.7K<0.1%+85+0.5%AddedHolders
Q4 202218,419$218.6K<0.1%+142+0.8%AddedHolders
Q3 202218,277$202.0K<0.1%+905+5.2%AddedHolders
Q2 202217,372$173.0K<0.1%+17,372NewHolders
Q3 20210$00.0%−34,187−100.0%Sold outHolders
Q2 202134,187$363.0K<0.1%+34,187NewHolders