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Gladstone Investment Corporation shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Gladstone Investment Corporation (GAIN) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Gladstone Investment Corporation

Tip: Access up to 7 years of quarterly data

All positions including Gladstone Investment Corporation held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gladstone Investment Corporation by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $696 45 15.47

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Gladstone Investment Corporation

Melia Wealth
Two Sigma Investments
UBS Group
Van Eck Associates Corp.
Morgan Stanley
Legal & General Group
PFG Advisors
BlackRock
Outfitter Financial
LPL Financial
William Blair $ Company
Davenport & Co
Tudor Investment Corporation
Legacy Capital Wealth Partners
Advisors Asset Management

View all funds holding Gladstone Investment Corporation