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Disclosery

Gladstone Institutional Advisory LLC: IVW position timeline

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

Gladstone Institutional Advisory LLC held 332,038 IVW 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 332,038 shares
    Change vs previous 13F +9,047 shares

    1.44% of the 13F portfolio, value $45,665,168.

    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 322,991 shares
    Change vs previous 13F +53,269 shares

    1.35% of the 13F portfolio, value $36,533,581.

    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 269,722 shares
    Change vs previous 13F +960 shares

    1.26% of the 13F portfolio, value $33,245,999.

    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 268,762 shares
    Change vs previous 13F +4,105 shares

    1.25% of the 13F portfolio, value $32,444,965.

    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 264,657 shares
    Change vs previous 13F +16,362 shares

    1.2% of the 13F portfolio, value $29,138,771.

    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 248,295 shares
    Change vs previous 13F +7,182 shares

    1.07% of the 13F portfolio, value $23,049,186.

    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 241,113 shares
    Change vs previous 13F +32,435 shares

    1.14% of the 13F portfolio, value $24,480,226.

    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 208,678 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $19,980,946.

    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).