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Disclosery

Great Diamond Partners, LLC: IBDT position timeline

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

Great Diamond Partners, LLC held 161,987 IBDT 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 161,987 shares
    Change vs previous 13F -58,733 shares

    0.7% of the 13F portfolio, value $4,090,191.

    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 220,720 shares
    Change vs previous 13F +33,198 shares

    1.08% of the 13F portfolio, value $5,590,838.

    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 187,522 shares
    Change vs previous 13F +48,997 shares

    0.92% of the 13F portfolio, value $4,773,373.

    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 138,525 shares
    Change vs previous 13F -2,772 shares

    0.69% of the 13F portfolio, value $3,535,158.

    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 141,297 shares
    Change vs previous 13F +3,360 shares

    0.76% of the 13F portfolio, value $3,591,770.

    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 137,937 shares
    Change vs previous 13F +4,029 shares

    0.95% of the 13F portfolio, value $3,484,289.

    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 133,908 shares
    Change vs previous 13F +732 shares

    0.86% of the 13F portfolio, value $3,334,309.

    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 133,176 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,399,983.

    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).