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Disclosery

Black Diamond Financial, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Black Diamond Financial, LLC on SCHB, newest first. How the timeline and the estimate are built.

Black Diamond Financial, LLC held 22,994 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,994 shares
    Change vs previous 13F +226 shares

    0.06% of the 13F portfolio, value $665,904.

    13F-HR 0001759236-26-000004 filed by Black Diamond Financial, 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 22,768 shares
    Change vs previous 13F +2,720 shares

    0.06% of the 13F portfolio, value $571,530.

    13F-HR 0001759236-26-000002 filed by Black Diamond Financial, 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 20,048 shares
    Change vs previous 13F +296 shares

    0.06% of the 13F portfolio, value $525,836.

    13F-HR 0001759236-26-000001 filed by Black Diamond Financial, 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 19,752 shares
    Change vs previous 13F +47 shares

    0.06% of the 13F portfolio, value $507,778.

    13F-HR 0001759236-25-000007 filed by Black Diamond Financial, 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 19,705 shares
    Change vs previous 13F +162 shares

    0.07% of the 13F portfolio, value $469,551.

    13F-HR 0001759236-25-000006 filed by Black Diamond Financial, 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 19,543 shares
    Change vs previous 13F +1,460 shares

    0.06% of the 13F portfolio, value $420,777.

    13F-HR 0001759236-25-000002 filed by Black Diamond Financial, 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 18,083 shares
    Change vs previous 13F +12,474 shares

    0.06% of the 13F portfolio, value $410,463.

    13F-HR 0001759236-25-000001 filed by Black Diamond Financial, 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 5,609 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $373,141.

    13F-HR 0001759236-24-000005 filed by Black Diamond Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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