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Gladstone Investment Corporation shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Gladstone Investment Corporation

Tip: Access up to 7 years of quarterly data

All positions including Gladstone Investment Corporation held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gladstone Investment Corporation by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5k 180 13.80

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Gladstone Investment Corporation

Melia Wealth
Van Eck Associates Corp.
UBS Group
BlackRock
Marshall Wace
Morgan Stanley
Legal & General Group
Outfitter Financial
LPL Financial
William Blair $ Company
Davenport & Co
Cassaday & Co Wealth Management
Advisors Asset Management
Susquehanna International
Legacy Capital Wealth Partners

View all funds holding Gladstone Investment Corporation