BlackDiamond Wealth Management, LLC: AIA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlackDiamond Wealth Management, LLC on AIA, newest first. How the timeline and the estimate are built.
BlackDiamond Wealth Management, LLC held 3,025 AIA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,025 sharesChange vs previous 13F -64 shares
0.16% of the 13F portfolio, value $407,074.
13F-HR 0001951757-26-001215 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,089 sharesChange vs previous 13F +175 shares
0.16% of the 13F portfolio, value $327,897.
13F-HR 0001951757-26-000832 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,914 sharesChange vs previous 13F +28 shares
0.16% of the 13F portfolio, value $322,230.
13F-HR 0001951757-26-000411 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,886 sharesChange vs previous 13F -68 shares
0.15% of the 13F portfolio, value $273,016.
13F-HR 0001951757-25-001382 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,954 sharesChange vs previous 13F +92 shares
0.14% of the 13F portfolio, value $239,983.
13F-HR 0001951757-25-001084 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,862 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $211,273.
13F-HR 0001951757-25-000546 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).