Skip to content
Disclosery

Gladstone Institutional Advisory LLC: IBB position timeline

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

Gladstone Institutional Advisory LLC held 27,582 IBB 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 27,582 shares
    Change vs previous 13F -1,475 shares

    0.17% of the 13F portfolio, value $5,245,758.

    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 29,057 shares
    Change vs previous 13F -41,971 shares

    0.18% of the 13F portfolio, value $4,906,412.

    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 71,028 shares
    Change vs previous 13F +67,012 shares

    0.45% of the 13F portfolio, value $11,987,437.

    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 4,016 shares
    Change vs previous 13F +107 shares

    0.02% of the 13F portfolio, value $579,834.

    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 3,909 shares
    Change vs previous 13F +254 shares

    0.02% of the 13F portfolio, value $494,587.

    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 3,655 shares
    Change vs previous 13F -216 shares

    0.02% of the 13F portfolio, value $467,534.

    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 3,871 shares
    Change vs previous 13F -520 shares

    0.02% of the 13F portfolio, value $511,804.

    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 4,391 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $639,396.

    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).