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Disclosery

Gladstone Institutional Advisory LLC: IXUS position timeline

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

Gladstone Institutional Advisory LLC held 35,456 IXUS 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 35,456 shares
    Change vs previous 13F -810 shares

    0.11% of the 13F portfolio, value $3,383,928.

    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 36,266 shares
    Change vs previous 13F -2,372 shares

    0.12% of the 13F portfolio, value $3,142,162.

    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 38,638 shares
    Change vs previous 13F +8,310 shares

    0.12% of the 13F portfolio, value $3,270,385.

    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 30,328 shares
    Change vs previous 13F +167 shares

    0.1% of the 13F portfolio, value $2,504,500.

    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 30,161 shares
    Change vs previous 13F +1,373 shares

    0.1% of the 13F portfolio, value $2,331,785.

    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 28,788 shares
    Change vs previous 13F +202 shares

    0.09% of the 13F portfolio, value $2,009,717.

    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 28,586 shares
    Change vs previous 13F +1,779 shares

    0.09% of the 13F portfolio, value $1,890,703.

    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 26,807 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,947,011.

    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).