CFO4Life Group, LLC: BALT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on BALT, newest first. How the timeline and the estimate are built.
CFO4Life Group, LLC held 16,315 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 16,315 sharesChange vs previous 13F -3,791 shares
0.08% of the 13F portfolio, value $559,115.
13F-HR 0001765380-26-000360 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,106 sharesChange vs previous 13F -12,305 shares
0.1% of the 13F portfolio, value $672,847.
13F-HR 0001765380-26-000199 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,411 sharesChange vs previous 13F +9,250 shares
0.15% of the 13F portfolio, value $1,086,093.
13F-HR 0001765380-26-000075 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,161 sharesChange vs previous 13F +12,305 shares
0.11% of the 13F portfolio, value $760,144.
13F-HR 0001765380-25-000451 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,856 sharesChange vs previous 13F -23,836 shares
0.05% of the 13F portfolio, value $348,260.
13F-HR 0001765380-25-000315 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,692 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $1,088,635.
13F-HR 0001765380-25-000154 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).