Skip to content
Disclosery

4J Wealth Management LLC: BALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4J Wealth Management LLC on BALT, newest first. How the timeline and the estimate are built.

4J Wealth Management LLC held 7,036 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,036 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $241,124.

    13F-HR 0001754960-26-000594 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,036 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $235,460.

    13F-HR 0001754960-26-000353 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,036 shares
    Change vs previous 13F -138,607 shares

    0.13% of the 13F portfolio, value $235,776.

    13F-HR 0001754960-26-000067 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 145,643 shares
    Change vs previous 13F -8,485 shares

    2.81% of the 13F portfolio, value $4,780,003.

    13F-HR 0001754960-25-000703 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 154,128 shares
    Change vs previous 13F +88,531 shares

    3.34% of the 13F portfolio, value $4,944,426.

    13F-HR 0001754960-25-000523 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 65,597 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,058,434.

    13F-HR 0001754960-25-000260 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).