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Disclosery

Gladstone Institutional Advisory LLC: WFC position timeline

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

Gladstone Institutional Advisory LLC held 52,086 WFC 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 52,086 shares
    Change vs previous 13F +3,660 shares

    0.14% of the 13F portfolio, value $4,304,415.

    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 48,426 shares
    Change vs previous 13F +1,105 shares

    0.14% of the 13F portfolio, value $3,855,237.

    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 47,321 shares
    Change vs previous 13F +2,685 shares

    0.17% of the 13F portfolio, value $4,410,330.

    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 44,636 shares
    Change vs previous 13F -4,101 shares

    0.14% of the 13F portfolio, value $3,741,353.

    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 48,737 shares
    Change vs previous 13F +2,708 shares

    0.16% of the 13F portfolio, value $3,904,823.

    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 46,029 shares
    Change vs previous 13F +5,342 shares

    0.15% of the 13F portfolio, value $3,304,450.

    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 40,687 shares
    Change vs previous 13F +6,284 shares

    0.13% of the 13F portfolio, value $2,857,833.

    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 34,403 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,943,436.

    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).