BLMH · Blum Holdings, Inc. · Shareholders & Ownership
Substantial doubt about the company's ability to continue as a going concern.
“The risks and uncertainties surrounding the Company's ability to continue to raise capital and its limited capital resources raise substantial doubt as to the Company's ability to continue as a going concern for twelve months from the issuance of these financial statements.”View the 10-Q filed Nov 14, 2025
Every disclosed holder of BLMH in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns BLMH
13F quarter Jun 30, 2026| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 19 | 0.00% |
| Insiders (Forms 3, 4, 5) | 18,878,663 | 74.82% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 6,352,004 | 25.18% |
| Registered funds (N-PORT, not summed) | 0 | 0.00% |
Shares outstanding: 25,230,686, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of BLMH
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Carrillo Sabas D
Insider
CIK 1876882 · Dec 31, 2025
Director, Chief Executive Officer, 10% Owner, issuer-wide
|
15,159,912 | ||
| 2 |
|
3,238,547 | ||
| 3 |
|
194,183 | ||
| 4 |
|
191,327 | ||
| 5 |
|
64,082 | ||
| 6 |
|
30,612 | ||
| 7 |
Ascentis Wealth Management, LLC
13F
CIK 2032602 · Unknown · Jun 30, 2026
|
15 | ||
| 8 |
COMPASS FINANCIAL MANAGEMENT LLC
13F
CIK 2148724 · Registered investment adviser · Jun 30, 2026
|
4 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.