Ownership history in Kovack Advisors, Inc. Β· 7 quarters on record
This page tracks every 13F SEC filing in which Kovack Advisors, Inc. reported a position in GLADSTONE CAPITAL CORP (GLAD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Kovack Advisors, Inc. underperformed the S&P 500 by β15.7% annually on this GLAD position. Timing score: 60% (3/5 decisions correct). Average cost basis: $22.96. Maximum drawdown during holding period: β21.1%.
β Significantly underperformed the S&P 500 by 15.7% ann.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $20.87 (2025 Q3) Β· Worst: $25.58 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size