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Disclosery

Gladstone Institutional Advisory LLC: IJR position timeline

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

Gladstone Institutional Advisory LLC held 220,151 IJR 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 220,151 shares
    Change vs previous 13F +2,908 shares

    1.03% of the 13F portfolio, value $32,650,630.

    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 217,243 shares
    Change vs previous 13F +7,264 shares

    1% of the 13F portfolio, value $27,005,509.

    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 209,979 shares
    Change vs previous 13F +10,169 shares

    0.95% of the 13F portfolio, value $25,235,315.

    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 199,810 shares
    Change vs previous 13F +9,978 shares

    0.91% of the 13F portfolio, value $23,743,374.

    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 189,832 shares
    Change vs previous 13F +3,388 shares

    0.86% of the 13F portfolio, value $20,746,711.

    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 186,444 shares
    Change vs previous 13F +13,002 shares

    0.91% of the 13F portfolio, value $19,496,424.

    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 173,442 shares
    Change vs previous 13F +23,266 shares

    0.93% of the 13F portfolio, value $19,983,940.

    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 150,176 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $17,564,608.

    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).