BlackDiamond Wealth Management, LLC: BOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlackDiamond Wealth Management, LLC on BOW, newest first. How the timeline and the estimate are built.
BlackDiamond Wealth Management, LLC held 8,365 BOW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 8,365 sharesChange vs previous 13F +8,365 shares
0.11% of the 13F portfolio, value $279,893.
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 ended2025-12-3113F 0 sharesChange vs previous 13F -7,731 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 7,731 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $209,046.
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 7,731 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $283,960.
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 7,731 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $305,529.
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).