EverSource Wealth Advisors »

Gladstone Investment Corporation shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Gladstone Investment Corporation (GAIN) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Gladstone Investment Corporation

Tip: Access up to 7 years of quarterly data

All positions including Gladstone Investment Corporation held by EverSource Wealth Advisors 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 Gladstone Investment Corporation by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $17k 1.2k 14.15
2023-09-30 $20k 1.5k 12.74
2023-06-30 $16k 1.2k 13.04
2023-03-31 $16k 1.2k 13.25
2022-12-31 $16k 1.2k 12.91

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Gladstone Investment Corporation

Melia Wealth
Van Eck Associates Corp.
Two Sigma Investments
Two Sigma Advisers
Legal & General Group
Davenport & Co
Outfitter Financial
Citadel Advisors
William Blair $ Company
Advisors Asset Management
Marshall Wace
Millennium Management
PFG Advisors
Baird Financial
Union Bankshares

View all funds holding Gladstone Investment Corporation