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Gladstone Institutional Advisory LLC

SEC CIK
0001766530
Latest filing
Jul 27, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of XYZ by Gladstone Institutional Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−4,956−100.0%Sold outHolders
Q1 20244,956$419.2K<0.1%−3,335−40.2%ReducedHolders
Q4 20238,291$641.3K<0.1%+8,291NewHolders
Q3 20230$00.0%−5,464−100.0%Sold outHolders
Q2 20235,464$363.8K<0.1%+1,808+49.5%AddedHolders
Q1 20233,656$251.0K<0.1%+3,656NewHolders
Q4 20220$00.0%−5,617−100.0%Sold outHolders
Q3 20225,617$309.0K<0.1%+5,617NewHolders
Q2 20220$00.0%−7,644−100.0%Sold outHolders
Q1 20227,644$1.04M0.1%+1,874+32.5%AddedHolders
Q4 20215,770$932.0K0.1%−412−6.7%ReducedHolders
Q3 20216,182$1.48M0.1%+454+7.9%AddedHolders
Q2 20215,728$1.40M0.2%+102+1.8%AddedHolders
Q1 20215,626$1.28M0.2%––Holders

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