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Disclosery

Black Diamond Financial, LLC: VUG position timeline

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

Black Diamond Financial, LLC held 401,654 VUG 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 401,654 shares
    Change vs previous 13F +333,784 shares

    3.05% of the 13F portfolio, value $34,598,546.

    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 67,870 shares
    Change vs previous 13F -24,100 shares

    3.23% of the 13F portfolio, value $29,644,945.

    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 91,970 shares
    Change vs previous 13F -1,846 shares

    4.73% of the 13F portfolio, value $44,868,418.

    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 93,816 shares
    Change vs previous 13F +45,031 shares

    5.04% of the 13F portfolio, value $44,995,392.

    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 48,785 shares
    Change vs previous 13F -2,200 shares

    3.32% of the 13F portfolio, value $21,387,562.

    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 50,985 shares
    Change vs previous 13F +4,546 shares

    2.84% of the 13F portfolio, value $18,906,444.

    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 46,439 shares
    Change vs previous 13F -266 shares

    2.86% of the 13F portfolio, value $19,060,565.

    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 46,705 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $17,931,532.

    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).