Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

IBKR holding history

Interactive Brokers Group, Inc. in every 13F filed by Gladstone Institutional Advisory LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBKR overview All 13F holders of IBKR Full Q2 2026 holdings

Shares (Q2 2026): 33,723
Value: $2.94M
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2022

Holdings of IBKR by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,723	$2.94M	0.1%	+2,036+6.4%	Added	Holders
Q1 2026	31,687	$2.13M	0.1%	+31,687	New	Holders
Q2 2022	0	$0	0.0%	−3,837−100.0%	Sold out	Holders
Q1 2022	3,837	$253.0K	<0.1%	+3,837	New	Holders