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GOULD ASSET MANAGEMENT LLC /CA/: IVV position timeline

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

GOULD ASSET MANAGEMENT LLC /CA/ held 20,523 IVV 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 20,523 shares
    Change vs previous 13F -1,199 shares

    2.42% of the 13F portfolio, value $15,369,292.

    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 21,722 shares
    Change vs previous 13F +18 shares

    2.46% of the 13F portfolio, value $14,188,773.

    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 21,704 shares
    Change vs previous 13F -1,086 shares

    2.63% of the 13F portfolio, value $14,866,248.

    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 22,790 shares
    Change vs previous 13F +155 shares

    2.83% of the 13F portfolio, value $15,253,508.

    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 22,635 shares
    Change vs previous 13F -897 shares

    2.75% of the 13F portfolio, value $14,054,100.

    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 23,532 shares
    Change vs previous 13F -380 shares

    2.73% of the 13F portfolio, value $13,222,543.

    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 23,912 shares
    Change vs previous 13F -539 shares

    2.96% of the 13F portfolio, value $14,076,301.

    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 24,451 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $14,104,051.

    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).