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BBH TR shares owned by Black Diamond Financial

Quarter-by-quarter ownership of BBH TR (BBHL) shares owned by Black Diamond Financial from 13F filings

Historical chart of Black Diamond Financial investment in BBH TR

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All positions including BBH TR held by Black Diamond Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BBH TR by Black Diamond Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 68k 16.12

More positions owned by Black Diamond Financial

Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust State Street Spd (SPTI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr Mrgstr Md Cp Val (IMCV)

View all positions for Black Diamond Financial

Top funds holding BBH TR

Brown Brothers Harriman & Co.
Litman Gregory Asset Management
Warren Averett Asset Management
Black Diamond Financial
Paul Kendrigan
Rockefeller Capital Management
Sontag Advisory
Aspiriant
Spinnaker Trust
HighTower Advisors
Summit Wealth Group Llc / Co
Kathmere Capital Management
Susquehanna International
Diversified Trust Company
Northern Trust

View all funds holding BBH TR