Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$408,206
-$2,791 QoQ
Shares Held
1,198
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,467
of 2,131 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BlackDiamond Wealth Management, LLC holds $1,362,472 across 3 Insurance - Property & Casualty names. CB ranks #2 (30.0% of the industry book) .
All Filings in CB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,206 | 1,198 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $410,997 | 1,261 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $386,092 | 1,237 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $349,707 | 1,239 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $370,262 | 1,278 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $412,518 | 1,366 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $486,564 | 1,761 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $537,558 | 1,864 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $546,636 | 2,143 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||