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Gladstone Institutional Advisory LLC: IOO position timeline

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

Gladstone Institutional Advisory LLC held 34,808 IOO 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 34,808 shares
    Change vs previous 13F +855 shares

    0.15% of the 13F portfolio, value $4,754,789.

    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 33,953 shares
    Change vs previous 13F +433 shares

    0.15% of the 13F portfolio, value $4,107,349.

    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 33,520 shares
    Change vs previous 13F +1,333 shares

    0.16% of the 13F portfolio, value $4,246,021.

    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 32,187 shares
    Change vs previous 13F -3,002 shares

    0.15% of the 13F portfolio, value $3,862,731.

    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 35,189 shares
    Change vs previous 13F -32,117 shares

    0.16% of the 13F portfolio, value $3,793,698.

    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 67,306 shares
    Change vs previous 13F -7,685 shares

    0.3% of the 13F portfolio, value $6,480,910.

    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 74,991 shares
    Change vs previous 13F +47,578 shares

    0.35% of the 13F portfolio, value $7,556,859.

    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 27,413 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,718,289.

    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).