Gladstone Institutional Advisory LLC
Position in HELE — Helen Of Troy Ltd
CIK 1766530
Bedminster, NJ
Position in HELE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,272,954
+$942,955 QoQ
Shares Held
78,189
-15.2% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#50
of 199 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $10,970,877 across 5 Household & Personal Products names. HELE ranks #2 (20.7% of the industry book) .
All Filings in HELE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,272,954 | 78,189 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,329,999 | 92,233 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,832,663 | 86,243 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,023,207 | 80,286 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,189,318 | 77,143 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,693,110 | 69,043 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,041,097 | 67,543 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,606,968 | 58,318 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,073,712 | 54,709 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,806,775 | 41,711 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,537,865 | 37,562 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,679,068 | 40,143 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,969,253 | 27,488 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,568,447 | 26,988 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,054,239 | 27,538 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||