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Disclosery

Gladstone Institutional Advisory LLC: IYM position timeline

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

Gladstone Institutional Advisory LLC held 7,790 IYM 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 7,790 shares
    Change vs previous 13F -306 shares

    0.04% of the 13F portfolio, value $1,398,549.

    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 8,096 shares
    Change vs previous 13F -1,268 shares

    0.05% of the 13F portfolio, value $1,424,254.

    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 9,364 shares
    Change vs previous 13F +542 shares

    0.05% of the 13F portfolio, value $1,441,752.

    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 8,822 shares
    Change vs previous 13F +497 shares

    0.05% of the 13F portfolio, value $1,307,453.

    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 8,325 shares
    Change vs previous 13F -97 shares

    0.05% of the 13F portfolio, value $1,165,582.

    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 8,422 shares
    Change vs previous 13F +3,859 shares

    0.05% of the 13F portfolio, value $1,135,347.

    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 4,563 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $592,934.

    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).