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Disclosery

Compass Advisory Group LLC: BALT position timeline

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

Compass Advisory Group LLC held 910,105 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 910,105 shares
    Change vs previous 13F +50,682 shares

    7.41% of the 13F portfolio, value $31,189,301.

    13F-HR 0001951757-26-001218 filed by Compass Advisory 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 859,423 shares
    Change vs previous 13F +52,615 shares

    7.7% of the 13F portfolio, value $28,760,591.

    13F-HR 0001951757-26-000674 filed by Compass Advisory 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 806,808 shares
    Change vs previous 13F +53,295 shares

    7.3% of the 13F portfolio, value $27,036,136.

    13F-HR 0001951757-26-000269 filed by Compass Advisory 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 753,513 shares
    Change vs previous 13F +59,150 shares

    6.94% of the 13F portfolio, value $24,730,297.

    13F-HR 0001951757-25-001302 filed by Compass Advisory 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 694,363 shares
    Change vs previous 13F -5,263 shares

    7.05% of the 13F portfolio, value $22,275,165.

    13F-HR 0001951757-25-000977 filed by Compass Advisory 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 699,626 shares
    Change vs previous 13F +44,743 shares

    7.64% of the 13F portfolio, value $21,954,264.

    13F-HR 0001951757-25-000545 filed by Compass Advisory Group LLC
    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 654,883 shares
    Change vs previous 13F +608,418 shares

    7.37% of the 13F portfolio, value $20,576,424.

    13F-HR 0001951757-25-000111 filed by Compass Advisory Group LLC
    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 46,465 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,432,516.

    13F-HR 0001951757-24-001100 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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