Private Advisor »

Gladstone Investment Corporation shares owned by Private Advisor

Quarter-by-quarter ownership of Gladstone Investment Corporation (GAIN) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Gladstone Investment Corporation

Tip: Access up to 7 years of quarterly data

All positions including Gladstone Investment Corporation held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $358k 25k 14.45
2024-06-30 $324k 23k 13.98
2024-03-31 $365k 26k 14.23
2023-12-31 $363k 26k 14.15
2023-09-30 $206k 16k 12.74
2023-06-30 $177k 14k 13.04
2023-03-31 $139k 11k 13.25
2022-12-31 $129 10k 0.01
2022-09-30 $121k 10k 12.06
2022-06-30 $141k 10k 14.07
2020-06-30 $51k 5.0k 10.20

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding Gladstone Investment Corporation

Van Eck Associates Corp.
Outfitter Financial
BlackRock
Susquehanna International
Davenport & Co
LPL Financial
Advisors Asset Management
William Blair $ Company
PFG Advisors
Legacy Capital Wealth Partners
Union Bankshares
Royal Bank of Canada
United Advisor Group
Mason Capital Partners
Citadel Advisors

View all funds holding Gladstone Investment Corporation