DBK Financial Counsel, LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, DBK Financial Counsel, LLC opened 1 positions, added to 2, reduced 6, sold out of 0 and left 1 unchanged. The largest increase in value was NVDA (+$334,370); the largest decrease was GLD (-$583,324).
- GLD: Country of operation United States; Class GOLD SHS; Shares 2026-03-31 2,859; Shares 2026-06-30 1,756.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 6,363; Shares 2026-06-30 6,205.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 3,048; Shares 2026-06-30 2,970.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 1,004; Shares 2026-06-30 965.
Two Form 13F-HR filings compared (SEC CIK 1904822): 2026-03-31 (filed 2026-06-03) and 2026-06-30 (filed 2026-07-21). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| GLD SPDR GOLD TR | United States | GOLD SHS | 2,859 | 1,756 | -1,103 | $1,230,199 | $646,875 | -$583,324 |
| AAPL APPLE INC | United States | COM | 6,363 | 6,205 | -158 | $1,614,851 | $1,795,452 | +$180,601 |
| GOOG ALPHABET INC | United States | CAP STK CL C | 3,048 | 2,970 | -78 | $874,349 | $1,049,390 | +$175,041 |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 1,004 | 965 | -39 | $288,710 | $344,862 | +$56,152 |
| AMZN AMAZON COM INC | United States | COM | 2,289 | 1,920 | -369 | $476,730 | $457,613 | -$19,117 |
| MSFT MICROSOFT CORP | United States | COM | 1,793 | 1,776 | -17 | $663,693 | $662,518 | -$1,175 |
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