BLMHOTCRetail-Miscellaneous RetailFiscal year ends December 31
BLUM HOLDINGS, INC.
Financials through Q3 FY2025, quarter ended Sep 30, 2025Last filing: 10-Q on Nov 14, 2025
$0.16−0.01 (-3.52%)
Close on Oct 19, 2026
- Market cap
- $1.96M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0.0%
0M of 25M shares
Institutional holders
2
1 new, 0 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Joseph Gerlach | 446,738 | 5.50% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BLMH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| ORG Wealth Partners, LLC | 15 | 0.00% | $3 | – | 0.00% |
| Compass Financial Management LLC | 4 | 0.00% | $1 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q1 2026 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q4 2025 | 2 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q3 2025 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q2 2025 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2025 | 1 | 0M | 0.0% | 0 / 1 | 0 / 1 | 0M | 0M |
| Q4 2024 | 3 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q3 2024 | 2 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q2 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2024 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sabas D. Carrillo | Chief Executive Officer, Director, 10% owner | 15,159,912 | 60.09% | Jan 27, 2026 |
| Patty Chan | Chief Financial Officer | 30,612 | 0.12% | Jan 27, 2026 |
| Matthew T. Barron | Director | 194,183 | 0.77% | Jan 27, 2026 |
| James Miller | Director | 191,327 | 0.76% | Jan 27, 2026 |
| Bradley Laurence Hirsch | Director | 64,082 | 0.25% | Jan 27, 2026 |
| Douglas Rosenberg | 10% owner | 3,238,547 | 12.84% | Jan 27, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 31, 2025 | Award | +2,551,020 | $0.98 | $2.50M | 11,496,094 |
| Bradley Laurence Hirsch Director | Dec 31, 2025 | Award | +64,082 | $0.98 | $62.80K | 64,082 |
| Douglas Rosenberg 10% owner | Dec 31, 2025 | Option exercise | +3,238,547 | $0.98 | $3.17M | 3,238,547 |
| James Miller Director | Dec 31, 2025 | Award | +191,327 | $0.98 | $187.50K | 191,327 |
| Matthew T. Barron Director | Dec 31, 2025 | Award | +194,183 | $0.98 | $190.30K | 194,183 |
| Patty Chan Chief Financial Officer | Dec 31, 2025 | Award | +30,612 | $0.98 | $30.00K | 30,612 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Nov 13, 2025 | Other | +2,482,308 | $0.98 | $2.43M | 8,945,074 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Nov 13, 2025 | Other | +1,530,612 | $0.98 | $1.50M | 6,462,766 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 30, 2025 | Buy | +200 | $0.67 | $134 | 92,197 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 30, 2025 | Buy | +192 | $0.70 | $134 | 92,389 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 29, 2025 | Buy | +400 | $0.70 | $280 | 91,697 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 28, 2025 | Buy | +250 | $0.76 | $190 | 91,297 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 23, 2025 | Buy | +250 | $0.72 | $180 | 91,047 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 21, 2025 | Buy | +200 | $0.84 | $168 | 91,997 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 21, 2025 | Buy | +100 | $0.77 | $77 | 91,797 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 21, 2025 | Buy | +100 | $0.80 | $80 | 90,497 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 21, 2025 | Buy | +100 | $0.84 | $84 | 90,597 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 21, 2025 | Buy | +200 | $0.87 | $174 | 90,797 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 20, 2025 | Buy | +520 | $0.82 | $426 | 89,977 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 20, 2025 | Buy | +420 | $0.84 | $353 | 90,397 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 19, 2025 | Buy | +1,170 | $0.84 | $983 | 89,457 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | May 19, 2025 | Buy | +500 | $0.83 | $415 | 88,287 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 31, 2024 | Other | +3,808,559 | $1.62 | $6.17M | 4,932,154 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 17, 2024 | Buy | +200 | $0.52 | $104 | 87,587 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 17, 2024 | Buy | +200 | $0.54 | $108 | 87,787 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 13, 2024 | Buy | +200 | $0.48 | $96 | 87,387 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 13, 2024 | Buy | +475 | $0.47 | $223 | 87,187 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 12, 2024 | Buy | +350 | $0.46 | $161 | 86,432 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 12, 2024 | Buy | +775 | $0.45 | $349 | 86,082 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 12, 2024 | Buy | +280 | $0.48 | $134 | 86,712 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 11, 2024 | Buy | +100 | $0.46 | $46 | 84,857 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 11, 2024 | Buy | +250 | $0.50 | $125 | 85,307 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 11, 2024 | Buy | +200 | $0.48 | $96 | 85,057 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 11, 2024 | Buy | +100 | $0.38 | $38 | 84,757 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 10, 2024 | Buy | +1,000 | $0.50 | $500 | 84,657 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 10, 2024 | Buy | +500 | $0.48 | $240 | 83,657 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 10, 2024 | Buy | +1,050 | $0.45 | $473 | 83,157 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 5, 2024 | Buy | +2,500 | $0.49 | $1.23K | 82,107 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 4, 2024 | Buy | +5,000 | $0.38 | $1.90K | 77,107 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 4, 2024 | Buy | +2,500 | $0.48 | $1.20K | 79,607 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 3, 2024 | Buy | +2,500 | $0.36 | $900 | 69,607 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Dec 3, 2024 | Buy | +2,500 | $0.38 | $950 | 72,107 |
| Sabas D. Carrillo CEO, Director, 10% owner | Nov 27, 2024 | Buy | +2,500 | $0.38 | $950 | 67,107 |
| Sabas D. Carrillo CEO, Director, 10% owner | Nov 27, 2024 | Buy | +2,500 | $0.39 | $975 | 64,607 |
| Sabas D. Carrillo CEO, Director, 10% owner | Nov 26, 2024 | Buy | +2,500 | $0.43 | $1.08K | 62,107 |
| Sabas D. Carrillo CEO, Director, 10% owner | Nov 26, 2024 | Buy | +2,500 | $0.41 | $1.03K | 59,607 |
| Sabas D. Carrillo CEO, Director, 10% owner | Nov 26, 2024 | Buy | +9,370 | $0.20 | $1.87K | 57,107 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Nov 21, 2024 | Buy | +15,000 | $0.16 | $2.40K | 47,737 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Nov 20, 2024 | Buy | +5,000 | $0.16 | $800 | 32,737 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Nov 20, 2024 | Buy | +10,000 | $0.18 | $1.80K | 27,737 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Nov 19, 2024 | Buy | +12,737 | $0.18 | $2.29K | 17,737 |
| Sabas D. Carrillo Chief Executive Officer, Director, 10% owner | Nov 19, 2024 | Buy | +5,000 | $0.14 | $700 | 5,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.