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Disclosery

Gould Capital, LLC: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gould Capital, LLC on IWV, newest first. How the timeline and the estimate are built.

Gould Capital, LLC held 238 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $101,483.

    13F-HR 0001908965-26-000008 filed by Gould Capital, LLC
    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 238 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $88,222.

    13F-HR 0001908965-26-000005 filed by Gould Capital, LLC
    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 238 shares
    Change vs previous 13F -93 shares

    0.06% of the 13F portfolio, value $92,070.

    13F-HR 0001908965-26-000001 filed by Gould Capital, LLC
    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 331 shares
    Change vs previous 13F -673 shares

    0.08% of the 13F portfolio, value $125,429.

    13F-HR 0001908965-25-000007 filed by Gould Capital, LLC
    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 1,004 shares
    Change vs previous 13F -22 shares

    0.24% of the 13F portfolio, value $352,404.

    13F-HR 0001908965-25-000004 filed by Gould Capital, LLC
    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 1,026 shares
    Change vs previous 13F -263 shares

    0.23% of the 13F portfolio, value $325,899.

    13F-HR 0001908965-25-000003 filed by Gould Capital, LLC
    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 1,289 shares
    Change vs previous 13F +99 shares

    0.3% of the 13F portfolio, value $430,848.

    13F-HR 0001908965-25-000002 filed by Gould Capital, LLC
    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 1,190 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $388,809.

    13F-HR 0001908965-24-000005 filed by Gould Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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