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Disclosery

Gladstone Institutional Advisory LLC: IBIT position timeline

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

Gladstone Institutional Advisory LLC held 36,709 IBIT 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 36,709 shares
    Change vs previous 13F -715 shares

    0.04% of the 13F portfolio, value $1,222,043.

    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 37,424 shares
    Change vs previous 13F -1,703 shares

    0.05% of the 13F portfolio, value $1,437,851.

    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 39,127 shares
    Change vs previous 13F +7,217 shares

    0.07% of the 13F portfolio, value $1,942,682.

    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 31,910 shares
    Change vs previous 13F +2,771 shares

    0.08% of the 13F portfolio, value $2,074,120.

    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 29,139 shares
    Change vs previous 13F +13,333 shares

    0.07% of the 13F portfolio, value $1,783,570.

    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 15,806 shares
    Change vs previous 13F +7,282 shares

    0.03% of the 13F portfolio, value $739,902.

    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 8,524 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $452,225.

    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).