Shulman DeMeo Asset Management’s Gladstone Capital GLAD Stock Holding History

Shulman DeMeo Asset Management’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	$338K	Sell	17,396 -999	-5%	-$18.9K	0.06%	101
2026 Q1	$319K	Buy	+18,395	New	+$351K	0.07%	103
2024 Q2	–	Sell	-23,435	Closed	-$503K	–	131
2024 Q1	$503K	Sell	23,435 -67	-0.3%	-$1.41K	0.13%	65
2023 Q4	$503K	Sell	23,502 -95	-0.4%	-$1.9K	0.14%	63
2023 Q3	$455K	Sell	23,597 -2	-0%	-$41	0.15%	63
2023 Q2	$461K	Sell	23,599 -135	-0.6%	-$2.56K	0.14%	63
2023 Q1	$446K	Sell	23,734 -103	-0.4%	-$2.05K	0.14%	68
2022 Q4	$459K	Sell	23,837 -111	-0.5%	-$2.13K	0.15%	67
2022 Q3	$407K	Sell	23,948 -104	-0.4%	-$2.12K	0.14%	69
2022 Q2	$485K	Sell	24,052 -30	-0.1%	-$679	0.16%	60
2022 Q1	$568K	Sell	24,082 -155	-0.6%	-$3.48K	0.16%	64
2021 Q4	$562K	Sell	24,237 -37	-0.2%	-$856	0.15%	65
2021 Q3	$549K	Buy	+24,274	New	+$558K	0.48%	38
2021 Q2	–	Sell	-25,020	Closed	-$496K	–	90
2021 Q1	$496K	Sell	25,020 -2,417	-9%	-$46.5K	0.14%	77
2020 Q4	$486K	Sell	27,437 -4,588	-14%	-$74.4K	0.14%	72
2020 Q3	$475K	Hold	32,025	–	–	0.16%	62
2020 Q2	$468K	Sell	32,025 -179	-0.6%	-$2.38K	0.18%	58
2020 Q1	$362K	Sell	32,204 -1,955	-6%	-$35.1K	0.17%	59
2019 Q4	$678K	Sell	34,159 -156	-0.5%	-$3.14K	0.24%	47
2019 Q3	$669K	Sell	34,315 -49	-0.1%	-$925	0.22%	49
2019 Q2	$645K	Sell	34,364 -11	-0%	-$205	0.24%	45
2019 Q1	$619K	Buy	+34,375	New	+$605K	0.24%	47

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

MGI

Miller Global Investments Dallas, Texas $121M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

Shulman DeMeo Asset Management's GLAD Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Gladstone Capital (GLAD) stake by 5.4% in Q2 2026, selling an estimated $18.9K and leaving 17,396 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #101.

Shulman DeMeo Asset Management first reported a position in GLAD in Q1 2019 and has held it in 22 quarters since. The position peaked at $678K in Q4 2019. 14 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

Shulman DeMeo Asset Management held 17,396 shares of Gladstone Capital worth $338K as of Q2 2026.
Shulman DeMeo Asset Management sold 999 Gladstone Capital shares in Q2 2026, an estimated $18.9K.
Gladstone Capital made up 0.06% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #101 holding.
Shulman DeMeo Asset Management first reported a position in Gladstone Capital in Q1 2019 and has held it in 22 quarters since.
Shulman DeMeo Asset Management's Gladstone Capital position peaked at $678K in Q4 2019.
14 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.