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Gladstone Institutional Advisory LLC: WDC position timeline

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

Gladstone Institutional Advisory LLC held 2,339 WDC 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 2,339 shares
    Change vs previous 13F -961 shares

    0.05% of the 13F portfolio, value $1,493,966.

    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 3,300 shares
    Change vs previous 13F +853 shares

    0.03% of the 13F portfolio, value $892,617.

    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 2,447 shares
    Change vs previous 13F -1,053 shares

    0.02% of the 13F portfolio, value $421,545.

    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 3,500 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $420,170.

    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).