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BlackDiamond Wealth Management, LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlackDiamond Wealth Management, LLC on CGDV, newest first. How the timeline and the estimate are built.

BlackDiamond Wealth Management, LLC held 113,117 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,117 shares
    Change vs previous 13F +1,923 shares

    2.34% of the 13F portfolio, value $5,792,722.

    13F-HR 0001951757-26-001215 filed by BlackDiamond Wealth Management, 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 111,194 shares
    Change vs previous 13F +3,069 shares

    2.28% of the 13F portfolio, value $4,730,197.

    13F-HR 0001951757-26-000832 filed by BlackDiamond Wealth Management, 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 108,125 shares
    Change vs previous 13F +6,737 shares

    2.4% of the 13F portfolio, value $4,934,830.

    13F-HR 0001951757-26-000411 filed by BlackDiamond Wealth Management, 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 101,388 shares
    Change vs previous 13F -18,667 shares

    2.33% of the 13F portfolio, value $4,261,335.

    13F-HR 0001951757-25-001382 filed by BlackDiamond Wealth Management, 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 120,055 shares
    Change vs previous 13F +17,555 shares

    2.74% of the 13F portfolio, value $4,752,975.

    13F-HR 0001951757-25-001084 filed by BlackDiamond Wealth Management, 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 102,500 shares
    Change vs previous 13F +19,788 shares

    2.46% of the 13F portfolio, value $3,636,705.

    13F-HR 0001951757-25-000546 filed by BlackDiamond Wealth Management, 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 82,712 shares
    Change vs previous 13F -1 shares

    1.68% of the 13F portfolio, value $2,916,413.

    13F-HR 0001951757-25-000225 filed by BlackDiamond Wealth Management, 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 82,713 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,031,438.

    13F-HR 0001951757-24-001203 filed by BlackDiamond Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).