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Gladstone Institutional Advisory LLC: IWP position timeline

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

Gladstone Institutional Advisory LLC held 40,593 IWP 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 40,593 shares
    Change vs previous 13F -59 shares

    0.19% of the 13F portfolio, value $5,943,218.

    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 40,652 shares
    Change vs previous 13F +3,209 shares

    0.19% of the 13F portfolio, value $5,208,414.

    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 37,443 shares
    Change vs previous 13F -14,048 shares

    0.19% of the 13F portfolio, value $5,127,474.

    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 51,491 shares
    Change vs previous 13F -8,221 shares

    0.28% of the 13F portfolio, value $7,332,774.

    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 59,712 shares
    Change vs previous 13F -3,294 shares

    0.34% of the 13F portfolio, value $8,280,893.

    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 63,006 shares
    Change vs previous 13F +1,193 shares

    0.35% of the 13F portfolio, value $7,402,528.

    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 61,813 shares
    Change vs previous 13F +50,293 shares

    0.36% of the 13F portfolio, value $7,834,829.

    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 11,520 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,351,149.

    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).