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Disclosery

Gladstone Institutional Advisory LLC: IWF position timeline

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

Gladstone Institutional Advisory LLC held 58,453 IWF 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 58,453 shares
    Change vs previous 13F +44,217 shares

    0.23% of the 13F portfolio, value $7,258,161.

    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 14,236 shares
    Change vs previous 13F -968 shares

    0.22% of the 13F portfolio, value $6,070,246.

    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 15,204 shares
    Change vs previous 13F -949 shares

    0.27% of the 13F portfolio, value $7,196,296.

    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 16,153 shares
    Change vs previous 13F -514 shares

    0.29% of the 13F portfolio, value $7,566,391.

    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 16,667 shares
    Change vs previous 13F -743 shares

    0.29% of the 13F portfolio, value $7,076,520.

    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 17,410 shares
    Change vs previous 13F -4,615 shares

    0.29% of the 13F portfolio, value $6,286,680.

    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 22,025 shares
    Change vs previous 13F +1,013 shares

    0.41% of the 13F portfolio, value $8,844,682.

    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 21,012 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $7,887,426.

    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).