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BlackDiamond Wealth Management, LLC: PSQO position timeline

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

BlackDiamond Wealth Management, LLC held 97,572 PSQO 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 97,572 shares
    Change vs previous 13F +10,340 shares

    0.82% of the 13F portfolio, value $2,026,574.

    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 87,232 shares
    Change vs previous 13F -3,020 shares

    0.86% of the 13F portfolio, value $1,790,002.

    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 90,252 shares
    Change vs previous 13F -20,541 shares

    0.91% of the 13F portfolio, value $1,870,474.

    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 110,793 shares
    Change vs previous 13F +4,730 shares

    1.25% of the 13F portfolio, value $2,282,329.

    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 106,063 shares
    Change vs previous 13F +5,431 shares

    1.25% of the 13F portfolio, value $2,173,238.

    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 100,632 shares
    Change vs previous 13F +74,859 shares

    1.38% of the 13F portfolio, value $2,046,855.

    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 25,773 shares
    Change vs previous 13F -844 shares

    0.3% of the 13F portfolio, value $519,197.

    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 26,617 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $538,747.

    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).