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Disclosery

Gladstone Institutional Advisory LLC: ITOT position timeline

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

Gladstone Institutional Advisory LLC held 22,865 ITOT 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 22,865 shares
    Change vs previous 13F -651 shares

    0.12% of the 13F portfolio, value $3,756,029.

    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 23,516 shares
    Change vs previous 13F -749 shares

    0.12% of the 13F portfolio, value $3,349,392.

    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 24,265 shares
    Change vs previous 13F -3,605 shares

    0.14% of the 13F portfolio, value $3,607,990.

    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 27,870 shares
    Change vs previous 13F -656 shares

    0.16% of the 13F portfolio, value $4,059,197.

    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 28,526 shares
    Change vs previous 13F -510 shares

    0.16% of the 13F portfolio, value $3,852,129.

    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 29,036 shares
    Change vs previous 13F +507 shares

    0.17% of the 13F portfolio, value $3,542,704.

    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 28,529 shares
    Change vs previous 13F -658 shares

    0.17% of the 13F portfolio, value $3,669,391.

    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 29,187 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,666,503.

    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).