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BlackDiamond Wealth Management, LLC: CRM position timeline

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

BlackDiamond Wealth Management, LLC held 2,165 CRM 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 2,165 shares
    Change vs previous 13F +461 shares

    0.17% of the 13F portfolio, value $427,609.

    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 1,704 shares
    Change vs previous 13F -271 shares

    0.15% of the 13F portfolio, value $318,086.

    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 1,975 shares
    Change vs previous 13F +220 shares

    0.19% of the 13F portfolio, value $383,209.

    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 1,755 shares
    Change vs previous 13F +200 shares

    0.23% of the 13F portfolio, value $415,935.

    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 1,555 shares
    Change vs previous 13F +244 shares

    0.24% of the 13F portfolio, value $422,820.

    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 1,311 shares
    Change vs previous 13F -35 shares

    0.24% of the 13F portfolio, value $361,076.

    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 1,346 shares
    Change vs previous 13F +172 shares

    0.26% of the 13F portfolio, value $450,008.

    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 1,174 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $400,510.

    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).