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Disclosery

Gladstone Institutional Advisory LLC: MTUM position timeline

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

Gladstone Institutional Advisory LLC held 18,572 MTUM 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 18,572 shares
    Change vs previous 13F -24 shares

    0.2% of the 13F portfolio, value $6,366,979.

    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 18,596 shares
    Change vs previous 13F -5,613 shares

    0.17% of the 13F portfolio, value $4,463,084.

    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 24,209 shares
    Change vs previous 13F +350 shares

    0.23% of the 13F portfolio, value $6,059,884.

    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 23,859 shares
    Change vs previous 13F -418 shares

    0.24% of the 13F portfolio, value $6,118,717.

    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 24,277 shares
    Change vs previous 13F -4,172 shares

    0.24% of the 13F portfolio, value $5,834,221.

    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 28,449 shares
    Change vs previous 13F +10,716 shares

    0.27% of the 13F portfolio, value $5,750,438.

    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 17,733 shares
    Change vs previous 13F -10 shares

    0.17% of the 13F portfolio, value $3,669,265.

    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 17,743 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,597,517.

    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).