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GOULD ASSET MANAGEMENT LLC /CA/: IBMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GOULD ASSET MANAGEMENT LLC /CA/ on IBMO, newest first. How the timeline and the estimate are built.

GOULD ASSET MANAGEMENT LLC /CA/ held 22,655 IBMO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,655 shares
    Change vs previous 13F +840 shares

    0.09% of the 13F portfolio, value $580,876.

    13F-HR 0001437749-26-026337 filed by GOULD ASSET MANAGEMENT LLC /CA/
    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 21,815 shares
    Change vs previous 13F +35 shares

    0.1% of the 13F portfolio, value $559,118.

    13F-HR 0001437749-26-014972 filed by GOULD ASSET MANAGEMENT LLC /CA/
    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 21,780 shares
    Change vs previous 13F +240 shares

    0.1% of the 13F portfolio, value $558,374.

    13F-HR 0001437749-26-004183 filed by GOULD ASSET MANAGEMENT LLC /CA/
    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 21,540 shares
    Change vs previous 13F +1,165 shares

    0.1% of the 13F portfolio, value $552,716.

    13F-HR 0001437749-25-031920 filed by GOULD ASSET MANAGEMENT LLC /CA/
    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 20,375 shares
    Change vs previous 13F +2,995 shares

    0.1% of the 13F portfolio, value $522,069.

    13F-HR 0001437749-25-024662 filed by GOULD ASSET MANAGEMENT LLC /CA/
    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 17,380 shares
    Change vs previous 13F +230 shares

    0.09% of the 13F portfolio, value $444,233.

    13F-HR 0001437749-25-014117 filed by GOULD ASSET MANAGEMENT LLC /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,150 shares
    Change vs previous 13F +20 shares

    0.09% of the 13F portfolio, value $436,639.

    13F-HR 0001437749-25-003145 filed by GOULD ASSET MANAGEMENT LLC /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,130 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $439,470.

    13F-HR 0001437749-24-034381 filed by GOULD ASSET MANAGEMENT LLC /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).