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DBK Financial Counsel, LLC Historic Quarter Change: USA Stocks, Added

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DBK Financial Counsel, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, DBK Financial Counsel, LLC opened 12 positions, added to 24, reduced 27 and sold out of 9.

  • Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 12,928.
  • Q2 2026: Stock CSCO; Country of operation United States; Class COM; Shares before 3,114.
  • Q1 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 1,776.
  • Q1 2026: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 2,807.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1904822), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-03); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026NVDA
NVIDIA CORPORATION		United StatesCOM12,92812,939+11$2,254,673$2,589,043+$334,3702026-07-21
Q2 2026CSCO
CISCO SYS INC		United StatesCOM3,1143,128+14$241,614$367,472+$125,8582026-07-21
Q1 2026MSFT
MICROSOFT CORP		United StatesCOM1,7761,793+17$858,854$663,693-$195,1612026-06-03
Q1 2026GLD
SPDR GOLD TR		United StatesGOLD SHS2,8072,859+52$1,112,442$1,230,199+$117,7572026-06-03
Q1 2026AAPL
APPLE INC		United StatesCOM6,2396,363+124$1,696,078$1,614,851-$81,2272026-06-03
Q1 2026GOOG
ALPHABET INC		United StatesCAP STK CL C3,0353,048+13$952,383$874,349-$78,0342026-06-03
Q1 2026GOOGL
ALPHABET INC		United StatesCAP STK CL A9651,004+39$302,045$288,710-$13,3352026-06-03
Q1 2026CSCO
CISCO SYS INC		United StatesCOM3,0973,114+17$238,550$241,614+$3,0642026-06-03
Q4 2025GLD
SPDR GOLD TR		United StatesGOLD SHS2,6862,807+121$954,792$1,112,442+$157,6502026-01-26
Q4 2025AAPL
APPLE INC		United StatesCOM6,2366,239+3$1,587,791$1,696,078+$108,2872026-01-26
Q4 2025CSCO
CISCO SYS INC		United StatesCOM3,0793,097+18$210,657$238,550+$27,8932026-01-26
Q4 2025NVDA
NVIDIA CORPORATION		United StatesCOM14,24214,243+1$2,657,311$2,656,351-$9602026-01-26
Q3 2025NVDA
NVIDIA CORPORATION		United StatesCOM13,83114,242+411$2,185,102$2,657,311+$472,2092025-10-22
Q3 2025GLD
SPDR GOLD TR		United StatesGOLD SHS2,6262,686+60$800,484$954,792+$154,3082025-10-22
Q3 2025CSCO
CISCO SYS INC		United StatesCOM3,0613,079+18$212,345$210,657-$1,6882025-10-22
Q2 2025MSFT
MICROSOFT CORP		United StatesCOM1,8281,830+2$686,066$910,273+$224,2072025-07-22
Q2 2025AAPL
APPLE INC		United StatesCOM5,4886,252+764$1,219,047$1,282,724+$63,6772025-07-22
Q4 2024NVDA
NVIDIA CORPORATION		United StatesCOM14,02814,030+2$1,703,599$1,884,058+$180,4592025-01-13
Q4 2024AAPL
APPLE INC		United StatesCOM5,5415,545+4$1,291,046$1,388,471+$97,4252025-01-13
Q3 2024NVDA
NVIDIA CORPORATION		United StatesCOM12,02814,028+2,000$1,485,978$1,703,599+$217,6212024-10-02
Q3 2024AAPL
APPLE INC		United StatesCOM5,5375,541+4$1,166,278$1,291,046+$124,7682024-10-02
Q2 2024NVDA
NVIDIA CORPORATION		United StatesCOM1,19112,028+10,837$1,075,919$1,485,978+$410,0592024-07-10
Q1 2024AAPL
APPLE INC		United StatesCOM5,7095,733+24$1,099,120$983,110-$116,0102024-04-15
Q1 2024MSFT
MICROSOFT CORP		United StatesCOM1,9942,006+12$749,774$844,088+$94,3142024-04-15

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