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Disclosery

Black Diamond Financial, LLC: SCHX position timeline

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

Black Diamond Financial, LLC held 783,753 SCHX 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 783,753 shares
    Change vs previous 13F -3,780 shares

    2.03% of the 13F portfolio, value $23,065,844.

    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 787,533 shares
    Change vs previous 13F -9,587 shares

    2.2% of the 13F portfolio, value $20,192,310.

    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 797,120 shares
    Change vs previous 13F -7,502 shares

    2.26% of the 13F portfolio, value $21,450,483.

    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 804,622 shares
    Change vs previous 13F +36,712 shares

    2.37% of the 13F portfolio, value $21,193,742.

    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 767,910 shares
    Change vs previous 13F -39,984 shares

    2.91% of the 13F portfolio, value $18,767,709.

    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 807,894 shares
    Change vs previous 13F -10,298 shares

    2.68% of the 13F portfolio, value $17,838,297.

    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 818,192 shares
    Change vs previous 13F +543,256 shares

    2.84% of the 13F portfolio, value $18,965,687.

    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 274,936 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $18,654,386.

    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).