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Gladstone Institutional Advisory LLC: ITA position timeline

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

Gladstone Institutional Advisory LLC held 6,537 ITA 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 6,537 shares
    Change vs previous 13F -1,625 shares

    0.05% of the 13F portfolio, value $1,584,692.

    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 8,162 shares
    Change vs previous 13F -1,728 shares

    0.07% of the 13F portfolio, value $1,785,616.

    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 9,890 shares
    Change vs previous 13F +416 shares

    0.08% of the 13F portfolio, value $2,123,343.

    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 9,474 shares
    Change vs previous 13F +405 shares

    0.08% of the 13F portfolio, value $1,982,591.

    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 9,069 shares
    Change vs previous 13F +137 shares

    0.07% of the 13F portfolio, value $1,710,751.

    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 8,932 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $1,367,433.

    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 8,943 shares
    Change vs previous 13F +3,746 shares

    0.06% of the 13F portfolio, value $1,299,910.

    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 5,197 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $777,635.

    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).