BLMH · Blum Holdings, Inc.
Market Cap
$4.54M
Shares
25.23M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $4
Total Shares: 19
Institutional Ownership Trend
10 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
75.0%
−25.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,250
Highly concentrated−3,750
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count:
+1
Institutional value:
+100.0%
Shares held:
+26.7%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small COMPASS FINANCIAL MANAGEMENT LLC | 4 | $1 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Ascentis Wealth Management, LLC | $3 | 75.00% | 15 | Shares | 2026-07-30 | |
| Small COMPASS FINANCIAL MANAGEMENT LLC | $1 | 25.00% | 4 | Shares | 2026-08-12 |