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BlackDiamond Wealth Management, LLC: SPYM position timeline

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

BlackDiamond Wealth Management, LLC held 107,665 SPYM 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 107,665 shares
    Change vs previous 13F -16,491 shares

    3.96% of the 13F portfolio, value $9,797,545.

    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 124,156 shares
    Change vs previous 13F +23,020 shares

    4.58% of the 13F portfolio, value $9,502,888.

    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 101,136 shares
    Change vs previous 13F -14,384 shares

    4.02% of the 13F portfolio, value $8,257,784.

    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 115,520 shares
    Change vs previous 13F +8,284 shares

    4.94% of the 13F portfolio, value $9,049,818.

    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 107,236 shares
    Change vs previous 13F +8,988 shares

    4.5% of the 13F portfolio, value $7,790,719.

    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 98,248 shares
    Change vs previous 13F +3,693 shares

    4.41% of the 13F portfolio, value $6,521,722.

    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 94,555 shares
    Change vs previous 13F +783 shares

    3.77% of the 13F portfolio, value $6,518,620.

    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 93,772 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $6,584,652.

    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).