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Disclosery

BlackDiamond Wealth Management, LLC: NOW position timeline

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

BlackDiamond Wealth Management, LLC held 1,794 NOW 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 1,794 shares
    Change vs previous 13F +1,794 shares

    0.09% of the 13F portfolio, value $228,627.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -275 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 275 shares
    Change vs previous 13F -52 shares

    0.14% of the 13F portfolio, value $253,077.

    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).

  4. period ended2025-06-30
    13F 327 shares
    Change vs previous 13F +75 shares

    0.19% of the 13F portfolio, value $330,888.

    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).

  5. period ended2025-03-31
    13F 252 shares
    Change vs previous 13F +19 shares

    0.17% of the 13F portfolio, value $246,975.

    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).

  6. period ended2024-12-31
    13F 233 shares
    Change vs previous 13F +41 shares

    0.14% of the 13F portfolio, value $247,008.

    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).

  7. period ended2024-09-30
    13F 192 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $201,272.

    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).