Gladstone Institutional Advisory »

Solo Brands shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Solo Brands (DTC) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Solo Brands

Tip: Access up to 7 years of quarterly data

All positions including Solo Brands held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Solo Brands by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $97k 16k 6.16
2023-06-30 $93k 17k 5.66

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding Solo Brands

Summit Partners
American Century Companies
Robeco Investment Management
Vanguard Group
BlackRock
Dimensional Fund Advisors
Bridgeway Capital Management
AQR Capital Management
Kennedy Capital Management
Sei Investments
Hillsdale Investment Management
Geode Capital Management
GSA Capital Partners
Marshall Wace
Verition Fund Management

View all funds holding Solo Brands