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Gladstone Institutional Advisory LLC: RWJ position timeline

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

Gladstone Institutional Advisory LLC held 33,935 RWJ 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 33,935 shares
    Change vs previous 13F +2,609 shares

    0.06% of the 13F portfolio, value $2,019,158.

    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 31,326 shares
    Change vs previous 13F -97 shares

    0.06% of the 13F portfolio, value $1,581,373.

    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 31,423 shares
    Change vs previous 13F +397 shares

    0.06% of the 13F portfolio, value $1,530,957.

    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 31,026 shares
    Change vs previous 13F +151 shares

    0.06% of the 13F portfolio, value $1,498,562.

    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 30,875 shares
    Change vs previous 13F +2,116 shares

    0.06% of the 13F portfolio, value $1,336,589.

    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 28,759 shares
    Change vs previous 13F -7,434 shares

    0.05% of the 13F portfolio, value $1,170,511.

    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 36,193 shares
    Change vs previous 13F -8,176 shares

    0.08% of the 13F portfolio, value $1,656,174.

    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 44,369 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,028,091.

    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).