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GOULD ASSET MANAGEMENT LLC /CA/: IYR position timeline

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

GOULD ASSET MANAGEMENT LLC /CA/ held 6,690 IYR 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 6,690 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $684,053.

    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 6,690 shares
    Change vs previous 13F -115 shares

    0.11% of the 13F portfolio, value $632,606.

    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 6,805 shares
    Change vs previous 13F +1,090 shares

    0.11% of the 13F portfolio, value $638,921.

    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 5,715 shares
    Change vs previous 13F -60 shares

    0.1% of the 13F portfolio, value $554,812.

    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 5,775 shares
    Change vs previous 13F -200 shares

    0.11% of the 13F portfolio, value $547,297.

    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 5,975 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $572,106.

    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 5,975 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $556,034.

    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 5,975 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $608,673.

    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).