BlackDiamond Wealth Management, LLC: DE position timeline

BlackDiamond Wealth Management, LLC held 724 DE 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 724 shares

   Change vs previous 13F -174 shares

   0.18% of the 13F portfolio, value $441,349.

   13F-HR 0001951757-26-001215 filed by BlackDiamond Wealth Management, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 898 shares

   Change vs previous 13F +133 shares

   0.24% of the 13F portfolio, value $505,918.

   13F-HR 0001951757-26-000832 filed by BlackDiamond Wealth Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 765 shares

   Change vs previous 13F -12 shares

   0.22% of the 13F portfolio, value $448,115.

   13F-HR 0001951757-26-000411 filed by BlackDiamond Wealth Management, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 777 shares

   Change vs previous 13F -28 shares

   0.19% of the 13F portfolio, value $355,228.

   13F-HR 0001951757-25-001382 filed by BlackDiamond Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 805 shares

   Change vs previous 13F -48 shares

   0.24% of the 13F portfolio, value $409,095.

   13F-HR 0001951757-25-001084 filed by BlackDiamond Wealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 853 shares

   Change vs previous 13F -349 shares

   0.28% of the 13F portfolio, value $420,057.

   13F-HR 0001951757-25-000546 filed by BlackDiamond Wealth Management, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,202 shares

   Change vs previous 13F -328 shares

   0.29% of the 13F portfolio, value $509,481.

   13F-HR 0001951757-25-000225 filed by BlackDiamond Wealth Management, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,530 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $602,618.

   13F-HR 0001951757-24-001203 filed by BlackDiamond Wealth Management, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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