BlackDiamond Wealth Management, LLC: FRDM position timeline

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

BlackDiamond Wealth Management, LLC held 9,917 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 9,917 shares
Change vs previous 13F -3,055 shares
0.27% of the 13F portfolio, value $656,208.
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).
period ended2026-03-31
13F 12,972 shares
Change vs previous 13F not available
0.34% of the 13F portfolio, value $708,920.
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).