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BlackDiamond Wealth Management, LLC: ROE position timeline

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

BlackDiamond Wealth Management, LLC held 26,530 ROE 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 26,530 shares
    Change vs previous 13F -20,711 shares

    0.47% of the 13F portfolio, value $1,163,861.

    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 47,241 shares
    Change vs previous 13F +88 shares

    0.81% of the 13F portfolio, value $1,673,755.

    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 47,153 shares
    Change vs previous 13F -9,639 shares

    0.86% of the 13F portfolio, value $1,762,866.

    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 56,792 shares
    Change vs previous 13F -147 shares

    1.07% of the 13F portfolio, value $1,963,501.

    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 56,939 shares
    Change vs previous 13F -678 shares

    1.06% of the 13F portfolio, value $1,839,131.

    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 57,617 shares
    Change vs previous 13F +1,268 shares

    1.16% of the 13F portfolio, value $1,719,863.

    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 56,349 shares
    Change vs previous 13F -110 shares

    0.99% of the 13F portfolio, value $1,713,000.

    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 56,459 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,779,209.

    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).