Skip to content
Disclosery

Gladstone Institutional Advisory LLC: IVE position timeline

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

Gladstone Institutional Advisory LLC held 59,282 IVE 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 59,282 shares
    Change vs previous 13F -35 shares

    0.43% of the 13F portfolio, value $13,460,496.

    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 59,317 shares
    Change vs previous 13F -976 shares

    0.46% of the 13F portfolio, value $12,524,972.

    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 60,293 shares
    Change vs previous 13F -1,977 shares

    0.48% of the 13F portfolio, value $12,786,387.

    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 62,270 shares
    Change vs previous 13F -69,106 shares

    0.5% of the 13F portfolio, value $12,859,321.

    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 131,376 shares
    Change vs previous 13F +8,836 shares

    1.06% of the 13F portfolio, value $25,673,493.

    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 122,540 shares
    Change vs previous 13F +5,466 shares

    1.09% of the 13F portfolio, value $23,353,758.

    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 117,074 shares
    Change vs previous 13F +16,296 shares

    1.04% of the 13F portfolio, value $22,347,167.

    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 100,778 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $19,870,385.

    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).