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BlackDiamond Wealth Management, LLC: SPEM position timeline

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

BlackDiamond Wealth Management, LLC held 12,626 SPEM 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 12,626 shares
    Change vs previous 13F -2,296 shares

    0.27% of the 13F portfolio, value $660,076.

    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 14,922 shares
    Change vs previous 13F +424 shares

    0.34% of the 13F portfolio, value $699,977.

    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 14,498 shares
    Change vs previous 13F +3,680 shares

    0.36% of the 13F portfolio, value $729,524.

    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 10,818 shares
    Change vs previous 13F +140 shares

    0.28% of the 13F portfolio, value $506,410.

    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 10,678 shares
    Change vs previous 13F +78 shares

    0.26% of the 13F portfolio, value $457,570.

    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 10,600 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $427,926.

    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).