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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

  1. period ended2026-06-30
    13F 16,315 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 20,106 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 32,411 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 23,161 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 10,856 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 34,692 shares
    Change 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), ingested

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