Skip to content
Disclosery

Aptus Capital Advisors, LLC: BALT position timeline

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

Aptus Capital Advisors, LLC held 149,717 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,717 shares
    Change vs previous 13F +31,641 shares

    0.04% of the 13F portfolio, value $5,130,802.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 118,076 shares
    Change vs previous 13F -114,630 shares

    0.03% of the 13F portfolio, value $3,951,413.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 232,706 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,797,978.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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