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GOULD ASSET MANAGEMENT LLC /CA/: XJR position timeline

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

GOULD ASSET MANAGEMENT LLC /CA/ held 9,650 XJR 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 9,650 shares
    Change vs previous 13F +495 shares

    0.08% of the 13F portfolio, value $508,999.

    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 9,155 shares
    Change vs previous 13F +465 shares

    0.07% of the 13F portfolio, value $398,586.

    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 8,690 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $370,020.

    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 8,690 shares
    Change vs previous 13F +75 shares

    0.07% of the 13F portfolio, value $369,846.

    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 8,615 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $340,723.

    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 8,615 shares
    Change vs previous 13F +195 shares

    0.07% of the 13F portfolio, value $324,129.

    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 8,420 shares
    Change vs previous 13F -65 shares

    0.07% of the 13F portfolio, value $346,331.

    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 8,485 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $354,764.

    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).