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Ritter Daniher Financial Advisory’s Gladstone Capital GLAD Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.6K Buy
3,222
+74
+2% +$1.4K 0.01% 259
2026
Q1 		$54.6K Buy
3,148
+75
+2% +$1.43K 0.01% 268
2025
Q4 		$63.5K Buy
+3,073
New +$62.2K 0.01% 251

Other funds holding GLAD

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Ritter Daniher Financial Advisory's GLAD Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Gladstone Capital (GLAD) stake by 2.4% in Q2 2026, buying an estimated $1.4K and bringing the position to 3,222 shares worth $62.6K. The position accounts for 0.01% of the portfolio, ranked #259.

Ritter Daniher Financial Advisory first reported a position in GLAD in Q4 2025 and has held it in 3 quarters since. The position peaked at $63.5K in Q4 2025. 14 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Ritter Daniher Financial Advisory held 3,222 shares of Gladstone Capital worth $62.6K as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 74 Gladstone Capital shares in Q2 2026, an estimated $1.4K.
  • Gladstone Capital made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #259 holding.
  • Ritter Daniher Financial Advisory first reported a position in Gladstone Capital in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's Gladstone Capital position peaked at $63.5K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.