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GOULD ASSET MANAGEMENT LLC /CA/: IDV position timeline

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

GOULD ASSET MANAGEMENT LLC /CA/ held 54,280 IDV 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 54,280 shares
    Change vs previous 13F -1,525 shares

    0.35% of the 13F portfolio, value $2,248,820.

    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 55,805 shares
    Change vs previous 13F -2,565 shares

    0.41% of the 13F portfolio, value $2,375,061.

    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 58,370 shares
    Change vs previous 13F +95 shares

    0.41% of the 13F portfolio, value $2,302,697.

    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 58,275 shares
    Change vs previous 13F -930 shares

    0.4% of the 13F portfolio, value $2,129,951.

    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 59,205 shares
    Change vs previous 13F -5,284 shares

    0.4% of the 13F portfolio, value $2,043,165.

    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 64,489 shares
    Change vs previous 13F -1,576 shares

    0.41% of the 13F portfolio, value $2,000,449.

    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 66,065 shares
    Change vs previous 13F +7,055 shares

    0.38% of the 13F portfolio, value $1,808,860.

    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 59,010 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,783,872.

    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).