$BLMH

$0.25 +$0.04 (20.66%) Close

$BLMH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 25.2M shares outstanding

Who owns BLMH?

By type of holder

Institutions 0.0% Insiders 84.7% Everyone else 15.3%

Concentration Top 8 holders own 84.7%

Carrillo Sabas D 69.9% · Rosenberg Douglas 12.8%

Institutional ownership

0.0%

0.0 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

by institutions in Q2 2026

New / sold out

1 / 0

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Compass Financial Management LLC NEW +4

Biggest sellers in Q2 2026

None.

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Blum Holdings Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2023–FY2024

+63.5%

+63.48% a year

Each share's claim on the business

−38.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $2.81M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years79% Under 1 year21%

Quarterly turnover

13.3%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting BLMH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AW Ascentis Wealth Management, LLC	15	0.00%	Unchanged	2024	0.0%
Shares held by quarter Peak holding15 (Q1'25) Change over 8 quarters+13 Share of the company0.000% Ascentis Wealth Management, LLC's full portfolio →
CF Compass Financial Management LLC	4	0.00%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding4 (Q2'26) Change over 8 quarters+4 Share of the company0.000% Compass Financial Management LLC's full portfolio →

Ascentis Wealth Management, LLC

% of company

0.00%

Change vs last qtr

Unchanged

Held since

2024

Compass Financial Management LLC

% of company

0.00%

Change vs last qtr

NEW

Held since

Q2 '26

Institutional Funds

Mutual funds and ETFs reporting BLMH on Form N-PORT; together they hold 0.0% of the company

No fund reports holding BLMH yet.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CS Carrillo Sabas D Insider	17.6M	69.93%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company69.930% Carrillo Sabas D's insider activity →
RD Rosenberg Douglas Insider	3.2M	12.84%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company12.840% Rosenberg Douglas's insider activity →

Carrillo Sabas D

Insider

17.6M

% of company

69.93%

Change vs last qtr

—

Held since

—

Rosenberg Douglas

Insider

3.2M

% of company

12.84%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Blum Holdings Inc.

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