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Disclosery

Great Diamond Partners, LLC: CTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Diamond Partners, LLC on CTA, newest first. How the timeline and the estimate are built.

Great Diamond Partners, LLC held 16,773 CTA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,773 shares
    Change vs previous 13F -537 shares

    0.07% of the 13F portfolio, value $435,092.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, 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 17,310 shares
    Change vs previous 13F +3,441 shares

    0.1% of the 13F portfolio, value $523,108.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, 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 13,869 shares
    Change vs previous 13F +1,751 shares

    0.07% of the 13F portfolio, value $378,069.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, 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 12,118 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $338,940.

    13F-HR 0001172661-25-004336 filed by Great Diamond Partners, 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 12,118 shares
    Change vs previous 13F -302 shares

    0.07% of the 13F portfolio, value $324,035.

    13F-HR 0001172661-25-003158 filed by Great Diamond Partners, 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 12,420 shares
    Change vs previous 13F +71 shares

    0.1% of the 13F portfolio, value $367,632.

    13F-HR 0001172661-25-001768 filed by Great Diamond Partners, 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 12,349 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $344,414.

    13F-HR 0001172661-25-000333 filed by Great Diamond Partners, 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 12,349 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $321,074.

    13F-HR 0001172661-24-004362 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).