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Disclosery

Gladstone Institutional Advisory LLC: IVV position timeline

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

Gladstone Institutional Advisory LLC held 111,015 IVV 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 111,015 shares
    Change vs previous 13F +6,549 shares

    2.63% of the 13F portfolio, value $83,137,744.

    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 104,466 shares
    Change vs previous 13F +20,264 shares

    2.53% of the 13F portfolio, value $68,238,409.

    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 84,202 shares
    Change vs previous 13F +221 shares

    2.18% of the 13F portfolio, value $57,673,784.

    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 83,981 shares
    Change vs previous 13F -600 shares

    2.16% of the 13F portfolio, value $56,208,510.

    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 84,581 shares
    Change vs previous 13F +4,037 shares

    2.17% of the 13F portfolio, value $52,516,206.

    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 80,544 shares
    Change vs previous 13F +2,631 shares

    2.11% of the 13F portfolio, value $45,257,703.

    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 77,913 shares
    Change vs previous 13F +1,646 shares

    2.13% of the 13F portfolio, value $45,866,020.

    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 76,267 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $43,992,492.

    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).