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Disclosery

Black Diamond Financial, LLC: XLV position timeline

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

Black Diamond Financial, LLC held 1,792 XLV 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 1,792 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $284,333.

    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 1,789 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $262,293.

    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 1,786 shares
    Change vs previous 13F +226 shares

    0.03% of the 13F portfolio, value $276,501.

    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 1,560 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $216,997.

    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 1,536 shares
    Change vs previous 13F -269 shares

    0.03% of the 13F portfolio, value $207,023.

    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 1,805 shares
    Change vs previous 13F +166 shares

    0.04% of the 13F portfolio, value $263,472.

    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 1,639 shares
    Change vs previous 13F -605 shares

    0.03% of the 13F portfolio, value $225,433.

    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 2,244 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $345,727.

    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).