Morton Brown Family Wealth »

Gladstone Investment Corporation shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Gladstone Investment Corporation (GAIN) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Gladstone Investment Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Gladstone Investment Corporation by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $689 52 13.25
2024-09-30 $750 52 14.44

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Pimco Intermed Muni Bond Etf (MUNI)
Vanguard Total International Bond Etf Etf (BNDX)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Small-cap Equity Etf Etf (SCHC)

View all positions for Morton Brown Family Wealth

Top funds holding Gladstone Investment Corporation

Melia Wealth
Van Eck Associates Corp.
Legal & General Group
Outfitter Financial
BlackRock
Susquehanna International
Davenport & Co
LPL Financial
Advisors Asset Management
William Blair $ Company
Two Sigma Investments
Two Sigma Advisers
PFG Advisors
Legacy Capital Wealth Partners
Baird Financial

View all funds holding Gladstone Investment Corporation