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BlackDiamond Wealth Management, LLC: EFV position timeline

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

BlackDiamond Wealth Management, LLC held 33,778 EFV 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 33,778 shares
    Change vs previous 13F -8,601 shares

    1.12% of the 13F portfolio, value $2,757,958.

    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 42,379 shares
    Change vs previous 13F -580 shares

    1.52% of the 13F portfolio, value $3,150,874.

    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 42,959 shares
    Change vs previous 13F -7,390 shares

    1.65% of the 13F portfolio, value $3,377,861.

    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 50,349 shares
    Change vs previous 13F -12,996 shares

    1.86% of the 13F portfolio, value $3,415,190.

    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 63,345 shares
    Change vs previous 13F -2,130 shares

    2.32% of the 13F portfolio, value $4,028,758.

    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 65,475 shares
    Change vs previous 13F +12,317 shares

    2.73% of the 13F portfolio, value $4,041,793.

    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 53,158 shares
    Change vs previous 13F -2,490 shares

    1.61% of the 13F portfolio, value $2,789,218.

    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 55,648 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,991,648.

    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).