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BlackDiamond Wealth Management, LLC: CGSD position timeline

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

BlackDiamond Wealth Management, LLC held 119,062 CGSD 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 119,062 shares
    Change vs previous 13F +9,510 shares

    1.24% of the 13F portfolio, value $3,055,728.

    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 109,552 shares
    Change vs previous 13F +705 shares

    1.36% of the 13F portfolio, value $2,825,356.

    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 108,847 shares
    Change vs previous 13F -7,799 shares

    1.38% of the 13F portfolio, value $2,838,178.

    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 116,646 shares
    Change vs previous 13F +1,756 shares

    1.65% of the 13F portfolio, value $3,030,475.

    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 114,890 shares
    Change vs previous 13F -1,602 shares

    1.72% of the 13F portfolio, value $2,976,803.

    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 116,492 shares
    Change vs previous 13F -13,196 shares

    2.03% of the 13F portfolio, value $3,005,496.

    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 129,688 shares
    Change vs previous 13F +2,301 shares

    1.92% of the 13F portfolio, value $3,325,200.

    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 127,387 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $3,264,938.

    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).