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Disclosery

Great Diamond Partners, LLC: PBW position timeline

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

Great Diamond Partners, LLC held 9,130 PBW 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 9,130 shares
    Change vs previous 13F +1,472 shares

    0.06% of the 13F portfolio, value $356,161.

    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 7,658 shares
    Change vs previous 13F +588 shares

    0.05% of the 13F portfolio, value $241,840.

    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 7,070 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $215,918.

    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).