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Disclosery

Carter Financial Group, INC.: BALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carter Financial Group, INC. on BALT, newest first. How the timeline and the estimate are built.

Carter Financial Group, INC. held 241,453 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,453 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $8,274,577.

    13F-HR 0001104659-26-088534 filed by Carter Financial Group, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).