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Disclosery

Great Diamond Partners, LLC: IBDS position timeline

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

Great Diamond Partners, LLC held 323,681 IBDS 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 323,681 shares
    Change vs previous 13F +153,607 shares

    1.35% of the 13F portfolio, value $7,839,556.

    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 170,074 shares
    Change vs previous 13F +17,805 shares

    0.79% of the 13F portfolio, value $4,122,594.

    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 152,269 shares
    Change vs previous 13F +48,457 shares

    0.71% of the 13F portfolio, value $3,697,091.

    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 103,812 shares
    Change vs previous 13F +40,806 shares

    0.49% of the 13F portfolio, value $2,526,784.

    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 63,006 shares
    Change vs previous 13F -2,271 shares

    0.32% of the 13F portfolio, value $1,529,156.

    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 65,277 shares
    Change vs previous 13F +1,976 shares

    0.43% of the 13F portfolio, value $1,578,398.

    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 63,301 shares
    Change vs previous 13F +769 shares

    0.39% of the 13F portfolio, value $1,516,692.

    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 62,532 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,523,905.

    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).