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Arkadios Wealth Advisors: BALT position timeline

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

Arkadios Wealth Advisors held 36,819 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,819 shares
    Change vs previous 13F +4,849 shares

    0.02% of the 13F portfolio, value $1,261,787.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 31,970 shares
    Change vs previous 13F +3,544 shares

    0.02% of the 13F portfolio, value $1,069,876.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 28,426 shares
    Change vs previous 13F -2,700 shares

    0.02% of the 13F portfolio, value $952,555.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 31,126 shares
    Change vs previous 13F +1,504 shares

    0.03% of the 13F portfolio, value $1,021,555.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 29,622 shares
    Change vs previous 13F -14,012 shares

    0.03% of the 13F portfolio, value $950,274.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 43,634 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,369,235.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 43,634 shares
    Change vs previous 13F -6,802 shares

    0.07% of the 13F portfolio, value $1,370,980.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 50,436 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,554,942.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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