Gould Capital, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 18, 2024
Value $
$152M
Signature - Title
Jennifer Carlson - CCO
Location
Tacoma, WA
Summary
This page shows a list of all the recent 13F filings made by Gould Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gould Capital, LLC reported 216 stock holdings with total value $152M as of Q3 2024. Top holdings included IEI, BND, VEA, BNDX, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 216 $152M +$10.2M -$11.1M -$900K IEI, BND, VEA, BNDX, AAPL 13F-HR 11/15/2024, 07:12 PM
Q2 2024 216 $142M +$4.27M -$3.71M +$559K IEI, BND, VEA, BNDX, AAPL 13F-HR 8/14/2024, 06:16 PM
Q1 2024 193 $142M +$11.3M -$10.9M +$404K IEI, BND, VEA, BNDX, MSFT 13F-HR 5/10/2024, 05:57 PM
Q4 2023 196 $137M +$2.28M -$2.51M -$233K IEI, BND, VEA, BNDX, MSFT 13F-HR 2/14/2024, 05:52 PM
Q3 2023 195 $124M +$2.67M -$4.05M -$1.38M IEI, BND, VEA, BNDX, AAPL 13F-HR 11/9/2023, 04:10 PM
Q2 2023 193 $131M +$1.19M -$4.64M -$3.45M IEI, BND, VEA, BNDX, AAPL Restatement 8/25/2023, 04:25 PM
Q1 2023 201 $130M +$38.2M -$37.6M +$569K IEI, BND, VEA, BNDX, AAPL 13F-HR 5/15/2023, 05:32 PM
Q4 2022 205 $125M +$5.63M -$7.08M -$1.45M IEI, AGG, EFA, BNDX, GLD 13F-HR 2/13/2023, 07:09 PM
Q3 2022 200 $116M +$924K -$1.28M -$355K IEI, AGG, EFA, BNDX, SHV 13F-HR 11/23/2022, 02:08 PM
Q2 2022 224 $124M +$5.81M -$2.52M +$3.29M IEI, AGG, EFA, BNDX, GLD 13F-HR 8/3/2022, 02:22 PM
Q1 2022 197 $139M +$19.7M -$15.9M +$3.72M IEI, AGG, EFA, BNDX, UNP 13F-HR 7/21/2022, 02:37 PM
Q4 2021 205 $143M $0 $0 IEI, AGG, EFA, BNDX, SHV 13F-HR 2/14/2022, 03:30 PM