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Disclosery

BlackDiamond Wealth Management, LLC: PPI position timeline

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

BlackDiamond Wealth Management, LLC held 81,145 PPI 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 81,145 shares
    Change vs previous 13F +2,999 shares

    0.7% of the 13F portfolio, value $1,742,123.

    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 78,146 shares
    Change vs previous 13F +10,491 shares

    0.78% of the 13F portfolio, value $1,625,320.

    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 67,655 shares
    Change vs previous 13F +4,203 shares

    0.68% of the 13F portfolio, value $1,401,890.

    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 63,452 shares
    Change vs previous 13F +4,072 shares

    0.63% of the 13F portfolio, value $1,162,772.

    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 59,380 shares
    Change vs previous 13F -846 shares

    0.56% of the 13F portfolio, value $966,704.

    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 60,226 shares
    Change vs previous 13F -5,496 shares

    0.61% of the 13F portfolio, value $902,484.

    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 65,722 shares
    Change vs previous 13F -406 shares

    0.55% of the 13F portfolio, value $952,312.

    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 66,128 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,017,705.

    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).