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BlackDiamond Wealth Management, LLC: MBSF position timeline

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

BlackDiamond Wealth Management, LLC held 97,787 MBSF 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 97,787 shares
    Change vs previous 13F +17,930 shares

    1.01% of the 13F portfolio, value $2,508,727.

    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 79,857 shares
    Change vs previous 13F +3,020 shares

    0.98% of the 13F portfolio, value $2,037,161.

    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 76,837 shares
    Change vs previous 13F +1,552 shares

    0.96% of the 13F portfolio, value $1,975,478.

    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 75,285 shares
    Change vs previous 13F -2,093 shares

    1.05% of the 13F portfolio, value $1,917,499.

    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 77,378 shares
    Change vs previous 13F -7,030 shares

    1.14% of the 13F portfolio, value $1,966,940.

    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 84,408 shares
    Change vs previous 13F +62,796 shares

    1.45% of the 13F portfolio, value $2,149,872.

    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 21,612 shares
    Change vs previous 13F +7,342 shares

    0.32% of the 13F portfolio, value $548,945.

    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 14,270 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $364,170.

    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).