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Disclosery

BCS Wealth Management: BALT position timeline

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

BCS Wealth Management held 30,701 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,701 shares
    Change vs previous 13F -422 shares

    0.19% of the 13F portfolio, value $1,052,123.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 31,123 shares
    Change vs previous 13F -32,764 shares

    0.21% of the 13F portfolio, value $1,041,532.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 63,887 shares
    Change vs previous 13F +28,107 shares

    0.22% of the 13F portfolio, value $2,140,850.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 35,780 shares
    Change vs previous 13F -107 shares

    0.26% of the 13F portfolio, value $1,174,302.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 35,887 shares
    Change vs previous 13F -9,639 shares

    0.25% of the 13F portfolio, value $1,151,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 45,526 shares
    Change vs previous 13F +2,293 shares

    0.37% of the 13F portfolio, value $1,429,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 43,233 shares
    Change vs previous 13F +1,103 shares

    0.34% of the 13F portfolio, value $1,358,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    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 42,130 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,299,000.

    13F-HR 0001798172-24-000007 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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