BlackDiamond Wealth Management, LLC: IVV position timeline

BlackDiamond Wealth Management, LLC held 567 IVV 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 567 shares

   Change vs previous 13F -4 shares

   0.18% of the 13F portfolio, value $440,412.

   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 571 shares

   Change vs previous 13F -4 shares

   0.18% of the 13F portfolio, value $372,983.

   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 575 shares

   Change vs previous 13F -4 shares

   0.2% of the 13F portfolio, value $400,827.

   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 579 shares

   Change vs previous 13F +79 shares

   0.21% of the 13F portfolio, value $387,525.

   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 500 shares

   Change vs previous 13F -96 shares

   0.18% of the 13F portfolio, value $310,335.

   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 596 shares

   Change vs previous 13F -32 shares

   0.23% of the 13F portfolio, value $337,866.

   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 628 shares

   Change vs previous 13F -1 shares

   0.21% of the 13F portfolio, value $369,691.

   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 629 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $377,243.

   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).