Skip to content
Disclosery

BlackDiamond Wealth Management, LLC: IBIT position timeline

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

BlackDiamond Wealth Management, LLC held 21,159 IBIT 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 21,159 shares
    Change vs previous 13F -435 shares

    0.31% of the 13F portfolio, value $766,591.

    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 21,594 shares
    Change vs previous 13F +5,560 shares

    0.4% of the 13F portfolio, value $829,641.

    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 16,034 shares
    Change vs previous 13F -1,231 shares

    0.31% of the 13F portfolio, value $643,124.

    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 17,265 shares
    Change vs previous 13F -9,184 shares

    0.61% of the 13F portfolio, value $1,122,225.

    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 26,449 shares
    Change vs previous 13F -2,565 shares

    0.91% of the 13F portfolio, value $1,582,708.

    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 29,014 shares
    Change vs previous 13F +1,792 shares

    1.15% of the 13F portfolio, value $1,701,961.

    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 27,222 shares
    Change vs previous 13F +21,479 shares

    0.83% of the 13F portfolio, value $1,444,127.

    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 5,743 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $293,180.

    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).