Advyzon Investment Management, LLC: BALT position timeline

Advyzon Investment Management, LLC held 19,891 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 19,891 shares

   Change vs previous 13F +1,382 shares

   0.05% of the 13F portfolio, value $681,664.

   13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 18,509 shares

   Change vs previous 13F +563 shares

   0.06% of the 13F portfolio, value $619,403.

   13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 17,946 shares

   Change vs previous 13F -41 shares

   0.07% of the 13F portfolio, value $601,370.

   13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 17,987 shares

   Change vs previous 13F +1,741 shares

   0.1% of the 13F portfolio, value $590,333.

   13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 16,246 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $521,172.

   13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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