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Disclosery

Black Diamond Financial, LLC: SCHG position timeline

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

Black Diamond Financial, LLC held 1,780,462 SCHG 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 1,780,462 shares
    Change vs previous 13F +520,289 shares

    5.31% of the 13F portfolio, value $60,250,845.

    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 1,260,173 shares
    Change vs previous 13F +88,663 shares

    4.01% of the 13F portfolio, value $36,708,853.

    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 1,171,510 shares
    Change vs previous 13F +51,855 shares

    4.03% of the 13F portfolio, value $38,214,668.

    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 1,119,655 shares
    Change vs previous 13F +242,702 shares

    4% of the 13F portfolio, value $35,728,195.

    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 876,953 shares
    Change vs previous 13F -62,936 shares

    3.98% of the 13F portfolio, value $25,615,808.

    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 939,889 shares
    Change vs previous 13F +60,052 shares

    3.53% of the 13F portfolio, value $23,534,820.

    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 879,837 shares
    Change vs previous 13F +688,979 shares

    3.67% of the 13F portfolio, value $24,521,073.

    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 190,858 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $19,972,898.

    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).