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Disclosery

Gladstone Institutional Advisory LLC: IUSG position timeline

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

Gladstone Institutional Advisory LLC held 6,578 IUSG 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 6,578 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $1,237,308.

    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 6,448 shares
    Change vs previous 13F -1,200 shares

    0.04% of the 13F portfolio, value $1,000,289.

    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 7,648 shares
    Change vs previous 13F -1,128 shares

    0.05% of the 13F portfolio, value $1,284,573.

    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 8,776 shares
    Change vs previous 13F +133 shares

    0.06% of the 13F portfolio, value $1,444,082.

    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 8,643 shares
    Change vs previous 13F +1,779 shares

    0.05% of the 13F portfolio, value $1,299,915.

    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 6,864 shares
    Change vs previous 13F +865 shares

    0.04% of the 13F portfolio, value $872,294.

    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 5,999 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $836,020.

    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 6,012 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $793,056.

    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).