Black Diamond Financial, LLC historic quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Black Diamond Financial, LLC opened 0 positions, added to 3, reduced 0 and sold out of 1.
- Q4 2024: Stock CEL-SCI CORP; Country of operation United States; Class COM PAR NEW; Shares before 85,000.
- Q3 2024: Stock CEL-SCI CORP; Country of operation United States; Class COM PAR NEW; Shares before 72,000.
- Q2 2024: Stock CEL-SCI CORP; Country of operation United States; Class COM PAR NEW; Shares before 53,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1759236), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TT International Asset Management LTD | United Kingdom | $0.916B | 48 |
| SR ONE CAPITAL MANAGEMENT, LP | United States | $0.915B | 14 |
| Petrus Trust Company, LTA | United States | $0.915B | 27 |
| Golden State Wealth Management, LLC | United States | $0.915B | 1,666 |
| Destiny Wealth Partners, LLC | United States | $0.914B | 1,148 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | United States | $0.914B | 270 |
| AssuredPartners Investment Advisors, LLC | United States | $0.919B | 402 |
| Clarity Financial LLC | United States | $0.919B | 118 |
| Scarborough Advisors, LLC | United States | $0.914B | 762 |
| Symmetry Investments LP | Jersey | $0.913B | 171 |