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Disclosery

Gladstone Institutional Advisory LLC: WSM position timeline

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

Gladstone Institutional Advisory LLC held 13,281 WSM 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 13,281 shares
    Change vs previous 13F +50 shares

    0.1% of the 13F portfolio, value $3,095,821.

    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 13,231 shares
    Change vs previous 13F -2,646 shares

    0.09% of the 13F portfolio, value $2,412,416.

    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 15,877 shares
    Change vs previous 13F +6,664 shares

    0.11% of the 13F portfolio, value $2,835,473.

    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 9,213 shares
    Change vs previous 13F +1,656 shares

    0.07% of the 13F portfolio, value $1,800,681.

    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 7,557 shares
    Change vs previous 13F +2,116 shares

    0.05% of the 13F portfolio, value $1,234,587.

    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 5,441 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $860,222.

    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).