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Disclosery

Applied Capital LLC: BALT position timeline

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

Applied Capital LLC held 111,316 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,316 shares
    Change vs previous 13F +28,270 shares

    1.23% of the 13F portfolio, value $3,814,785.

    13F-HR 0001862965-26-000006 filed by Applied Capital 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 83,046 shares
    Change vs previous 13F +6,586 shares

    1.04% of the 13F portfolio, value $2,779,145.

    13F-HR 0001862965-26-000004 filed by Applied Capital 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 76,460 shares
    Change vs previous 13F +17,859 shares

    0.99% of the 13F portfolio, value $2,562,178.

    13F-HR 0001862965-26-000002 filed by Applied Capital 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 58,601 shares
    Change vs previous 13F +22,302 shares

    0.77% of the 13F portfolio, value $1,923,301.

    13F-HR 0001862965-25-000010 filed by Applied Capital 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 36,299 shares
    Change vs previous 13F +15,240 shares

    0.51% of the 13F portfolio, value $1,164,462.

    13F-HR 0001862965-25-000008 filed by Applied Capital 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 21,059 shares
    Change vs previous 13F +10,993 shares

    0.32% of the 13F portfolio, value $660,831.

    13F-HR 0001862965-25-000006 filed by Applied Capital 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 10,066 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $316,274.

    13F-HR 0001862965-25-000002 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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