Great Diamond Partners, LLC
All 13F Filings
- Location
- Portland, ME
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 595,547
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 238 | 595,547 | 13F-HR | Great Diamond Partners, LLC |
| Q2 2026 | 7/17/2026 | 238 | 581,752 | 13F-HR | Great Diamond Partners, LLC |
| Q1 2026 | 5/12/2026 | 228 | 519,508 | 13F-HR | Great Diamond Partners, LLC |
| Q4 2025 | 2/6/2026 | 227 | 519,683 | 13F-HR | Great Diamond Partners, LLC |
| Q3 2025 | 10/20/2025 | 225 | 515,583 | 13F-HR | Great Diamond Partners, LLC |
| Q2 2025 | 8/13/2025 | 225 | 473,452 | 13F-HR | Great Diamond Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 269.2 K | 45.2% | 3.079 K | 0 | 3.079 K |
| ETFs | 285.1 K | 47.9% | 370 | 0 | 370 |
| Debt | 41.21 K | 6.9% | 10.34 K | 0 | 10.34 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
595,547
Holdings
238
QoQ value change ($000)
13,795
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.