Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Great Diamond Partners

Latest statistics and disclosures from Great Diamond Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, IWV, IEFA, VXF, AGGH, and represent 20.06% of Great Diamond Partners's stock portfolio.
Added to shares of these 10 stocks: DFAI (+$10M), HGER (+$8.8M), DYNF (+$7.0M), SPHY, LVS, TAN, XOP, SMH, XME, XTL.
Started 27 new stock positions in QTUM, SMH, CMI, DD, AZN, DMBS, DEM, PWR, HGER, Q.
Reduced shares in these 10 stocks: SPY (-$13M), VUG (-$6.1M), FFEB (-$6.0M), ETN, BKLN, IAI, ARES, GDX, , CIBR.
Sold out of its positions in AME, ARES, AstraZeneca, BSX, FITB, SKYY, CIBR, FFEB, FAUG, SOCL.
Great Diamond Partners was a net buyer of stock by $12M.
Great Diamond Partners has $520M in assets under management (AUM), dropping by -0.03%.
Central Index Key (CIK): 0001801112

Tip: Access up to 7 years of quarterly data

Positions held by Great Diamond Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Great Diamond Partners

Great Diamond Partners holds 228 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	5.3	$28M		86k	320.81	View chart
Ishares Tr Russell 3000 Etf (IWV)	5.1	$27M	-2%	72k	370.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.9	$26M	-2%	282k	90.53	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.4	$13M		62k	205.80	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	2.2	$12M	+18%	569k	20.35	View chart
Procter & Gamble Company (PG)	2.2	$11M		79k	144.44	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.0	$11M	+13%	132k	80.58	View chart
Microsoft Corporation (MSFT)	2.0	$11M	-3%	29k	370.17	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$10M	NEW	267k	38.96	View chart
Harbor Etf Trust Harbor Commodity (HGER)	1.7	$8.8M	NEW	282k	31.01	View chart
IDEXX Laboratories (IDXX)	1.6	$8.1M		14k	561.89	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.5	$8.0M	+18%	305k	26.20	View chart
Ishares Tr Agency Bond Etf (AGZ)	1.5	$7.8M	+10%	71k	109.71	View chart
Apple (AAPL)	1.4	$7.2M		28k	253.79	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$7.1M	-46%	16k	436.79	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$7.0M	NEW	121k	58.18	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.3	$6.9M	+14%	58k	118.60	View chart
Broadcom (AVGO)	1.2	$6.5M	+4%	21k	309.51	View chart
NVIDIA Corporation (NVDA)	1.2	$6.4M		37k	174.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$6.2M	+8%	92k	67.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$5.8M		30k	191.92	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.1	$5.6M	+17%	221k	25.33	View chart
Exxon Mobil Corporation (XOM)	1.0	$5.3M		31k	169.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$5.3M	-6%	18k	287.56	View chart
Waste Management (WM)	0.9	$4.9M	+2%	21k	229.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$4.5M	-2%	16k	286.86	View chart
Kla Corp Com New (KLAC)	0.9	$4.4M	+37%	3.0k	1472.41	View chart
Corning Incorporated (GLW)	0.8	$4.4M	+103%	33k	135.97	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.8	$4.3M	+23%	177k	24.24	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.8	$4.2M		45k	93.66	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.8	$4.1M	+11%	170k	24.24	View chart
Cardinal Health (CAH)	0.8	$4.1M	+6%	19k	211.31	View chart
Williams-Sonoma (WSM)	0.8	$4.1M	+2%	22k	182.33	View chart
Welltower Inc Com reit (WELL)	0.8	$3.9M		20k	197.71	View chart
Amgen (AMGN)	0.7	$3.6M		10k	351.85	View chart
Anglogold Ashanti Com Shs (AU)	0.7	$3.6M	-6%	37k	97.36	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$3.6M	+72%	11k	337.95	View chart
Parker-Hannifin Corporation (PH)	0.7	$3.6M		4.0k	895.24	View chart
Eli Lilly & Co. (LLY)	0.7	$3.5M	-7%	3.8k	919.77	View chart
Amazon (AMZN)	0.7	$3.5M	-7%	17k	208.27	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.4M	+29%	12k	294.16	View chart
Bank of New York Mellon Corporation (BK)	0.7	$3.4M	+6%	29k	118.63	View chart
Spdr Series Trust State Street Spd (SPHY)	0.6	$3.4M	NEW	144k	23.32	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$3.3M	+11%	35k	93.93	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$3.2M	+12%	61k	53.22	View chart
Spdr Series Trust State Street Spd (SJNK)	0.6	$3.2M	+22%	126k	24.98	View chart
Caterpillar (CAT)	0.6	$3.1M	+372%	4.3k	708.46	View chart
Tapestry (TPR)	0.6	$3.0M	+2%	22k	141.11	View chart
Las Vegas Sands (LVS)	0.6	$2.9M	NEW	54k	53.88	View chart
Home Depot (HD)	0.5	$2.8M		8.5k	328.92	View chart
Nextera Energy (NEE)	0.5	$2.8M	-2%	30k	92.88	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.5	$2.8M	NEW	50k	55.71	View chart
Unum (UNM)	0.5	$2.8M	+2%	38k	73.03	View chart
Blackrock (BLK)	0.5	$2.7M		2.8k	961.71	View chart
Spdr Series Trust State Street Spd (XOP)	0.5	$2.7M	NEW	15k	181.83	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$2.7M	NEW	7.0k	383.40	View chart
AFLAC Incorporated (AFL)	0.5	$2.6M	+2%	24k	109.71	View chart
Spdr Series Trust State Street Spd (XME)	0.5	$2.6M	NEW	25k	108.01	View chart
Spdr Series Trust State Street Spd (XTL)	0.5	$2.6M	NEW	14k	188.06	View chart
Garmin SHS (GRMN)	0.5	$2.6M	+5%	11k	232.01	View chart
Williams Companies (WMB)	0.5	$2.6M	+2%	36k	72.78	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.5	$2.6M	NEW	24k	107.30	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$2.6M	-8%	12k	218.75	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.5	$2.6M	NEW	108k	23.96	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.5	$2.6M	NEW	52k	49.38	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$2.6M	-8%	36k	70.84	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.5	$2.5M	+14%	49k	51.18	View chart
Automatic Data Processing (ADP)	0.5	$2.5M	-2%	12k	203.18	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.5	$2.5M	-4%	25k	97.57	View chart
Cummins (CMI)	0.5	$2.4M	NEW	4.5k	538.13	View chart
Abbvie (ABBV)	0.5	$2.4M	+8%	11k	217.49	View chart
Barrick Mng Corp Com Shs (B)	0.4	$2.3M	+3%	57k	40.79	View chart
Ryder System (R)	0.4	$2.3M		11k	204.71	View chart
Abbott Laboratories (ABT)	0.4	$2.3M		22k	102.67	View chart
Paychex (PAYX)	0.4	$2.2M		24k	92.12	View chart
Morgan Stanley Com New (MS)	0.4	$2.2M		13k	164.57	View chart
TJX Companies (TJX)	0.4	$2.1M	+2%	13k	159.70	View chart
ConocoPhillips (COP)	0.4	$2.0M		15k	132.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.9M	-8%	16k	124.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.9M	-87%	3.0k	650.45	View chart
Visa Com Cl A (V)	0.4	$1.9M	-2%	6.3k	302.26	View chart
Ameriprise Financial (AMP)	0.4	$1.9M		4.2k	444.40	View chart
Meta Platforms Cl A (META)	0.4	$1.8M		3.2k	572.13	View chart
Wal-Mart Stores (WMT)	0.3	$1.7M	-22%	14k	124.28	View chart
Chevron Corporation (CVX)	0.3	$1.7M		8.2k	206.90	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$1.6M	+22%	67k	23.26	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.3	$1.5M	+29%	34k	45.65	View chart
Newmont Mining Corporation (NEM)	0.3	$1.5M	+6%	14k	108.25	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.5M		19k	79.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.5M		10k	148.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M		3.0k	479.20	View chart
Johnson & Johnson (JNJ)	0.3	$1.4M		5.9k	244.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.4M	-61%	2.4k	597.55	View chart
Oracle Corporation (ORCL)	0.3	$1.4M	-59%	9.7k	147.11	View chart
At&t (T)	0.3	$1.4M	+81%	49k	28.99	View chart
Tesla Motors (TSLA)	0.3	$1.4M	+2%	3.8k	371.75	View chart
Evercore Class A (EVR)	0.3	$1.4M	+19%	4.7k	298.51	View chart
Shell Spon Ads (SHEL)	0.3	$1.4M	+5%	15k	93.00	View chart
Netflix (NFLX)	0.3	$1.4M		14k	96.15	View chart
Linde SHS (LIN)	0.2	$1.3M	-2%	2.6k	495.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.3M		2.2k	577.25	View chart
Ecolab (ECL)	0.2	$1.2M		4.7k	266.02	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$1.2M	-4%	10k	121.19	View chart
Cisco Systems (CSCO)	0.2	$1.2M		16k	77.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.1M		5.3k	215.06	View chart
American Express Company (AXP)	0.2	$1.1M		3.7k	302.48	View chart
Amphenol Corp Cl A (APH)	0.2	$1.1M	-7%	8.9k	126.35	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$1.1M	-2%	25k	43.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.0M	+5%	3.7k	287.18	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$1.0M	-2%	19k	54.09	View chart
Merck & Co (MRK)	0.2	$1.0M		8.5k	120.29	View chart
Honeywell International (HON)	0.2	$1.0M		4.5k	226.03	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$1.0M	NEW	21k	49.69	View chart
Paccar (PCAR)	0.2	$1.0M	-2%	8.7k	115.50	View chart
eBay (EBAY)	0.2	$970k	+138%	11k	91.02	View chart
Coca-Cola Company (KO)	0.2	$945k		12k	76.05	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$941k	+87%	42k	22.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$917k		17k	55.52	View chart
Stryker Corporation (SYK)	0.2	$911k		2.8k	328.59	View chart
Palo Alto Networks (PANW)	0.2	$892k	+3%	5.6k	160.32	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$891k	-54%	4.5k	198.29	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$890k	+106%	39k	22.91	View chart
Mastercard Incorporated Cl A (MA)	0.2	$866k	-2%	1.7k	499.66	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$823k		16k	52.56	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$813k	+107%	37k	22.28	View chart
Eaton Corp SHS (ETN)	0.2	$811k	-79%	2.3k	357.67	View chart
Pepsi (PEP)	0.2	$806k	-7%	5.2k	155.29	View chart
Lam Research Corp Com New (LRCX)	0.2	$798k	-3%	3.7k	213.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$786k	+4%	9.5k	82.75	View chart
Boeing Company (BA)	0.1	$737k		3.7k	199.03	View chart
Intuit (INTU)	0.1	$730k	-25%	1.7k	432.38	View chart
Packaging Corporation of America (PKG)	0.1	$727k	+145%	3.4k	212.22	View chart
Bank of America Corporation (BAC)	0.1	$713k	-7%	15k	48.75	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$713k	+7%	5.0k	141.42	View chart
C H Robinson Worldwide In Com New (CHRW)	0.1	$703k	NEW	4.2k	166.07	View chart
Texas Instruments Incorporated (TXN)	0.1	$700k	-7%	3.6k	194.14	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$693k	-30%	13k	54.55	View chart
Raytheon Technologies Corp (RTX)	0.1	$687k		3.6k	192.90	View chart
Waters Corporation (WAT)	0.1	$664k		2.2k	297.80	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$657k	+31%	30k	21.89	View chart
Qualcomm (QCOM)	0.1	$643k	-2%	5.0k	128.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$632k		6.5k	97.13	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$627k		1.4k	446.54	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$623k	+6%	13k	47.02	View chart
Carrier Global Corporation (CARR)	0.1	$614k		11k	56.31	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$612k	+6%	6.4k	95.62	View chart
McDonald's Corporation (MCD)	0.1	$599k		1.9k	310.90	View chart
Danaher Corporation (DHR)	0.1	$591k		3.1k	189.60	View chart
Emerson Electric (EMR)	0.1	$590k		4.5k	131.02	View chart
Roper Industries (ROP)	0.1	$579k		1.6k	353.86	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$566k	+50%	26k	21.84	View chart
Union Pacific Corporation (UNP)	0.1	$557k		2.3k	242.62	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$552k	-2%	1.1k	522.71	View chart
Novo-nordisk A S Adr (NVO)	0.1	$545k		15k	36.75	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$527k	NEW	7.1k	74.35	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$523k	+24%	17k	30.22	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$506k	-18%	5.7k	88.16	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$506k	+8%	10k	50.81	View chart
Unilever Spon Adr New (UL)	0.1	$500k		8.8k	56.97	View chart
Intercontinental Exchange (ICE)	0.1	$492k		3.1k	157.28	View chart
Ge Aerospace Com New (GE)	0.1	$484k		1.7k	283.77	View chart
Walt Disney Company (DIS)	0.1	$470k		4.9k	96.39	View chart
Costco Wholesale Corporation (COST)	0.1	$459k		461.00	996.43	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$451k	-3%	3.8k	118.62	View chart
EQT Corporation (EQT)	0.1	$439k	-64%	6.9k	63.64	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$437k	+44%	21k	20.93	View chart
Mettler-Toledo International (MTD)	0.1	$435k		345.00	1261.20	View chart
Medtronic SHS (MDT)	0.1	$435k		5.0k	86.65	View chart
Goldman Sachs (GS)	0.1	$433k	-3%	512.00	845.99	View chart
Thermo Fisher Scientific (TMO)	0.1	$432k	-6%	879.00	491.53	View chart
SLB Com Stk (SLB)	0.1	$431k		8.4k	51.39	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$429k	-10%	325.00	1320.83	View chart
Starbucks Corporation (SBUX)	0.1	$424k	-5%	4.7k	89.59	View chart
Howmet Aerospace (HWM)	0.1	$423k		1.8k	230.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$419k		642.00	653.21	View chart
Monster Beverage Corp (MNST)	0.1	$419k		5.8k	72.46	View chart
International Business Machines (IBM)	0.1	$416k	-68%	1.7k	242.39	View chart
American Electric Power Company (AEP)	0.1	$415k		3.2k	131.08	View chart
salesforce (CRM)	0.1	$411k	-22%	2.2k	186.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$404k	+5%	1.5k	261.92	View chart
American Tower Reit (AMT)	0.1	$388k		2.2k	172.58	View chart
Novartis Sponsored Adr (NVS)	0.1	$386k		2.5k	152.75	View chart
Astrazeneca Ord (AZN)	0.1	$384k	NEW	1.9k	197.22	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$382k	-40%	5.6k	68.14	View chart
Hologic	0.1	$378k		5.0k	75.59	View chart
Ge Vernova (GEV)	0.1	$377k		432.00	872.90	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$374k	-2%	484.00	772.64	View chart
Sherwin-Williams Company (SHW)	0.1	$367k		1.1k	320.55	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$361k	-47%	5.2k	69.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$329k		765.00	430.29	View chart
Xylem (XYL)	0.1	$326k	+16%	2.7k	119.50	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$324k	+3%	7.1k	45.47	View chart
Deere & Company (DE)	0.1	$321k		569.00	563.30	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.1	$318k	+40%	13k	25.27	View chart
Corteva (CTVA)	0.1	$306k		3.7k	83.71	View chart
Autodesk (ADSK)	0.1	$306k		1.3k	239.40	View chart
Phillips 66 (PSX)	0.1	$305k	-5%	1.7k	182.18	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$295k	NEW	15k	19.72	View chart
Intuitive Surgical Com New (ISRG)	0.1	$289k	-7%	626.00	460.99	View chart
AutoZone (AZO)	0.1	$280k	-4%	83.00	3377.78	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$279k	+2%	1.7k	163.58	View chart
Amplify Etf Tr Amplify Lithium (BATT)	0.1	$276k	+3%	19k	14.89	View chart
PNC Financial Services (PNC)	0.1	$273k	-5%	1.3k	208.09	View chart
Southern Company (SO)	0.1	$271k		2.8k	96.52	View chart
Nike CL B (NKE)	0.1	$268k	+2%	5.1k	52.82	View chart
Fiserv (FISV)	0.1	$266k	+4%	4.8k	55.80	View chart
Xcel Energy (XEL)	0.1	$262k		3.3k	79.44	View chart
Otis Worldwide Corp (OTIS)	0.1	$262k		3.4k	77.08	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$258k	NEW	13k	20.40	View chart
Lowe's Companies (LOW)	0.0	$255k	-17%	1.1k	236.28	View chart
Spdr Series Trust State Street Spd (CNRG)	0.0	$249k	NEW	2.8k	90.32	View chart
Rockwell Automation (ROK)	0.0	$249k	+25%	694.00	358.88	View chart
Norfolk Southern (NSC)	0.0	$248k	-3%	864.00	287.00	View chart
Kinder Morgan (KMI)	0.0	$246k		7.3k	33.53	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$242k	+8%	7.7k	31.58	View chart
Qnity Electronics Common Stock (Q)	0.0	$239k	NEW	2.1k	115.38	View chart
Quanta Services (PWR)	0.0	$237k	NEW	431.00	549.02	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$236k		508.00	464.02	View chart
FedEx Corporation (FDX)	0.0	$230k	NEW	646.00	356.18	View chart
Hilton Worldwide Holdings (HLT)	0.0	$224k		737.00	304.08	View chart
Dupont De Nemours (DD)	0.0	$223k	NEW	4.9k	45.80	View chart
Yum! Brands (YUM)	0.0	$222k		1.4k	155.48	View chart
Wabtec Corporation (WAB)	0.0	$222k	NEW	887.00	249.91	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$214k	-13%	2.6k	82.44	View chart
Verizon Communications (VZ)	0.0	$213k	NEW	4.2k	50.20	View chart
Henry Schein (HSIC)	0.0	$209k		2.8k	73.70	View chart
Booking Holdings (BKNG)	0.0	$202k	-2%	48.00	4210.31	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$66k		13k	5.03	View chart

Past Filings by Great Diamond Partners

SEC 13F filings are viewable for Great Diamond Partners going back to 2019

Great Diamond Partners 2026 Q1 filed May 12, 2026
Great Diamond Partners 2025 Q4 filed Feb. 6, 2026
Great Diamond Partners 2025 Q3 filed Oct. 20, 2025
Great Diamond Partners 2025 Q2 filed Aug. 13, 2025
Great Diamond Partners 2025 Q1 filed May 13, 2025
Great Diamond Partners 2024 Q4 filed Jan. 23, 2025
Great Diamond Partners 2024 Q3 filed Oct. 25, 2024
Great Diamond Partners 2024 Q2 filed July 29, 2024
Great Diamond Partners 2024 Q1 filed May 8, 2024
Great Diamond Partners 2023 Q4 filed Feb. 7, 2024
Great Diamond Partners 2023 Q3 filed Oct. 19, 2023
Great Diamond Partners 2023 Q2 filed July 17, 2023
Great Diamond Partners 2023 Q1 filed May 4, 2023
Great Diamond Partners 2022 Q4 filed Feb. 1, 2023
Great Diamond Partners 2022 Q3 filed Oct. 24, 2022
Great Diamond Partners 2022 Q2 filed July 26, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z