Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

ROOT holding history

Root, 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.

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of ROOT by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−1,765−100.0%	Sold out	Holders
Q2 2025	1,765	$225.9K	<0.1%	+100+6.0%	Added	Holders
Q1 2025	1,665	$222.2K	<0.1%	+1,665	New	Holders