BlackDiamond Wealth Management, LLC
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 1903059
NEW YORK, NY
Position in WIW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$220,518
-$42,542 QoQ
Shares Held
26,066
-14.9% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BlackDiamond Wealth Management, LLC holds $182,696 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
190 | $182,696 |
All Filings in WIW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,518 | 26,066 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $263,060 | 30,624 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $265,304 | 29,843 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $265,287 | 30,284 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $350,193 | 39,840 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $294,221 | 35,577 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $326,487 | 36,933 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $289,391 | 34,006 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $291,780 | 33,810 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $290,705 | 33,530 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||