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Gladstone Institutional Advisory LLC: IBM position timeline

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

Gladstone Institutional Advisory LLC held 26,921 IBM 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 26,921 shares
    Change vs previous 13F +1,012 shares

    0.24% of the 13F portfolio, value $7,570,549.

    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 25,909 shares
    Change vs previous 13F -2,986 shares

    0.23% of the 13F portfolio, value $6,280,213.

    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 28,895 shares
    Change vs previous 13F -1,754 shares

    0.32% of the 13F portfolio, value $8,559,269.

    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 30,649 shares
    Change vs previous 13F +813 shares

    0.33% of the 13F portfolio, value $8,647,931.

    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 29,836 shares
    Change vs previous 13F -3,822 shares

    0.36% of the 13F portfolio, value $8,794,946.

    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 33,658 shares
    Change vs previous 13F +7,447 shares

    0.39% of the 13F portfolio, value $8,369,476.

    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 26,211 shares
    Change vs previous 13F -215 shares

    0.27% of the 13F portfolio, value $5,761,993.

    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 26,426 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,842,329.

    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).