BlackDiamond Wealth Management, LLC: IXUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlackDiamond Wealth Management, LLC on IXUS, newest first. How the timeline and the estimate are built.
BlackDiamond Wealth Management, LLC held 4,472 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,472 sharesChange vs previous 13F +1,369 shares
0.18% of the 13F portfolio, value $433,484.
13F-HR 0001951757-26-001215 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,103 sharesChange vs previous 13F -1,068 shares
0.13% of the 13F portfolio, value $268,844.
13F-HR 0001951757-26-000832 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,171 sharesChange vs previous 13F +4,171 shares
0.19% of the 13F portfolio, value $384,316.
13F-HR 0001951757-26-000411 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -3,131 shares
13F-HR 0001951757-25-001084 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 3,131 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $229,346.
13F-HR 0001951757-25-000546 filed by BlackDiamond Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).