Skip to content
Disclosery

Gladstone Institutional Advisory LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gladstone Institutional Advisory LLC on CRM, newest first. How the timeline and the estimate are built.

Gladstone Institutional Advisory LLC held 11,635 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,635 shares
    Change vs previous 13F -1,705 shares

    0.06% of the 13F portfolio, value $1,822,721.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,340 shares
    Change vs previous 13F -837 shares

    0.09% of the 13F portfolio, value $2,490,364.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,177 shares
    Change vs previous 13F -3,112 shares

    0.14% of the 13F portfolio, value $3,755,724.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,289 shares
    Change vs previous 13F -5,697 shares

    0.16% of the 13F portfolio, value $4,097,499.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,986 shares
    Change vs previous 13F +3,583 shares

    0.26% of the 13F portfolio, value $6,268,170.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,403 shares
    Change vs previous 13F +6,673 shares

    0.24% of the 13F portfolio, value $5,206,861.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,730 shares
    Change vs previous 13F -1,577 shares

    0.2% of the 13F portfolio, value $4,255,952.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,307 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,916,034.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).