BlackDiamond Wealth Management, LLC
Position in MBSF — REGAN FLOATING RATE MBS ETF
CIK 1903059
NEW YORK, NY
All Filings in MBSF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MBSF | $2,037,152 | 79,857 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 MBSF | $1,970,484 | 76,837 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 MBSF | $1,917,508 | 75,285 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 MBSF | $1,974,686 | 77,378 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 MBSF | $2,148,690 | 84,408 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 MBSF | $548,944 | 21,612 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 MBSF | $365,740 | 14,270 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||