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Gladstone Investment Corporation shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in Gladstone Investment Corporation

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All positions including Gladstone Investment Corporation held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gladstone Investment Corporation by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 78k 13.82
2025-06-30 $1.1M 78k 14.27
2025-03-31 $1.0M 76k 13.36
2024-12-31 $1.0M 76k 13.25
2024-09-30 $1.0M 70k 14.45
2024-06-30 $962k 69k 13.98
2024-03-31 $846k 59k 14.23
2023-12-31 $502k 35k 14.17

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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