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AE Wealth Management LLC: BALT position timeline

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

AE Wealth Management LLC held 427,273 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 427,273 shares
    Change vs previous 13F -166,901 shares

    0.07% of the 13F portfolio, value $14,642,637.

    13F-HR 0001697723-26-000007 filed by AE 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 594,174 shares
    Change vs previous 13F -94,367 shares

    0.11% of the 13F portfolio, value $19,884,034.

    13F-HR 0001697723-26-000006 filed by AE 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 688,541 shares
    Change vs previous 13F +147,747 shares

    0.13% of the 13F portfolio, value $23,073,008.

    13F-HR 0001697723-26-000001 filed by AE 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 540,794 shares
    Change vs previous 13F +46,427 shares

    0.11% of the 13F portfolio, value $17,748,860.

    13F-HR 0001697723-25-000007 filed by AE 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 494,367 shares
    Change vs previous 13F +314,895 shares

    0.12% of the 13F portfolio, value $15,859,294.

    13F-HR 0001697723-25-000004 filed by AE 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 179,472 shares
    Change vs previous 13F +164,253 shares

    0.05% of the 13F portfolio, value $5,631,831.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,219 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $478,181.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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