Position in PDT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,814
-$67 QoQ
Shares Held
449
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 108 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gould Capital, LLC holds $5,439,798 across 16 Asset Management names. PDT ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
202,429 | $2,591,091 | |
| 2 | APO |
Apollo Global Management, Inc.
|
10,950 | $1,295,494 | |
| 3 | NZF |
Nuveen Municipal Credit Income Fund
|
69,263 | $878,254 | |
| 4 | NAD |
Nuveen Quality Municipal Income Fund
|
28,689 | $347,710 | |
| 5 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
9,095 | $141,336 | |
| 6 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
6,350 | $70,548 | |
| 7 | PFG |
Principal Financial Group Inc
|
408 | $43,974 | |
| 8 | EFT |
Eaton Vance Floating-Rate Income Trust
|
3,832 | $41,385 |
All Filings in PDT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,814 | 449 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,881 | 449 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,702 | 449 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,989 | 449 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,913 | 449 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,872 | 449 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,720 | 449 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $5,935 | 449 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $5,289 | 449 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,230 | 449 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,781 | 449 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,319 | 449 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,289 | 449 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $5,563 | 449 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,810 | 449 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,079 | 449 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $6,294 | 449 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,368 | 449 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $7,502 | 449 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||