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Disclosery

Gladstone Institutional Advisory LLC: IWM position timeline

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

Gladstone Institutional Advisory LLC held 35,717 IWM 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 35,717 shares
    Change vs previous 13F +1,544 shares

    0.34% of the 13F portfolio, value $10,731,194.

    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 34,173 shares
    Change vs previous 13F +6,030 shares

    0.31% of the 13F portfolio, value $8,475,018.

    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 28,143 shares
    Change vs previous 13F -254 shares

    0.26% of the 13F portfolio, value $6,927,764.

    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 28,397 shares
    Change vs previous 13F -688 shares

    0.26% of the 13F portfolio, value $6,870,949.

    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 29,085 shares
    Change vs previous 13F -6,557 shares

    0.26% of the 13F portfolio, value $6,276,323.

    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 35,642 shares
    Change vs previous 13F -1,676 shares

    0.33% of the 13F portfolio, value $7,110,191.

    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 37,318 shares
    Change vs previous 13F +6,821 shares

    0.38% of the 13F portfolio, value $8,245,817.

    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 30,497 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,736,557.

    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).