Skip to content
Disclosery

BlackDiamond Wealth Management, LLC: MSFT position timeline

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

BlackDiamond Wealth Management, LLC held 16,108 MSFT 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 16,108 shares
    Change vs previous 13F +373 shares

    3.3% of the 13F portfolio, value $8,151,851.

    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 15,735 shares
    Change vs previous 13F +177 shares

    2.81% of the 13F portfolio, value $5,824,710.

    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 15,558 shares
    Change vs previous 13F +3,479 shares

    3.14% of the 13F portfolio, value $6,434,815.

    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 12,079 shares
    Change vs previous 13F +538 shares

    3.41% of the 13F portfolio, value $6,256,564.

    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 11,541 shares
    Change vs previous 13F +82 shares

    3.28% of the 13F portfolio, value $5,678,732.

    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 11,459 shares
    Change vs previous 13F -716 shares

    3.4% of the 13F portfolio, value $5,027,597.

    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 12,175 shares
    Change vs previous 13F +343 shares

    2.96% of the 13F portfolio, value $5,131,789.

    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 11,832 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $5,005,490.

    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).