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Disclosery

Gladstone Institutional Advisory LLC: IWR position timeline

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

Gladstone Institutional Advisory LLC held 33,475 IWR 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 33,475 shares
    Change vs previous 13F -469 shares

    0.12% of the 13F portfolio, value $3,692,918.

    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 33,944 shares
    Change vs previous 13F -1,289 shares

    0.12% of the 13F portfolio, value $3,300,450.

    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 35,233 shares
    Change vs previous 13F +37 shares

    0.13% of the 13F portfolio, value $3,391,893.

    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 35,196 shares
    Change vs previous 13F +937 shares

    0.13% of the 13F portfolio, value $3,398,215.

    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 34,259 shares
    Change vs previous 13F +1,309 shares

    0.13% of the 13F portfolio, value $3,150,780.

    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 32,950 shares
    Change vs previous 13F -598 shares

    0.13% of the 13F portfolio, value $2,803,067.

    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 33,548 shares
    Change vs previous 13F +313 shares

    0.14% of the 13F portfolio, value $2,965,653.

    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 33,235 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,929,290.

    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).