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Core Wealth Advisors, Inc.: BALT position timeline

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

Core Wealth Advisors, Inc. held 26,593 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 26,593 shares
    Change vs previous 13F +3,967 shares

    0.18% of the 13F portfolio, value $911,342.

    13F-HR 0001770532-26-000004 filed by Core Wealth Advisors, Inc.
    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 22,626 shares
    Change vs previous 13F +3,081 shares

    0.18% of the 13F portfolio, value $757,179.

    13F-HR 0001770532-26-000003 filed by Core Wealth Advisors, Inc.
    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 19,545 shares
    Change vs previous 13F +152 shares

    0.17% of the 13F portfolio, value $654,953.

    13F-HR 0001770532-26-000002 filed by Core Wealth Advisors, Inc.
    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 19,393 shares
    Change vs previous 13F -143,351 shares

    0.17% of the 13F portfolio, value $636,478.

    13F-HR 0001770532-25-000009 filed by Core Wealth Advisors, Inc.
    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 162,744 shares
    Change vs previous 13F +26,905 shares

    1.5% of the 13F portfolio, value $5,220,828.

    13F-HR 0001770532-25-000005 filed by Core Wealth Advisors, Inc.
    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 135,839 shares
    Change vs previous 13F +25,859 shares

    1.36% of the 13F portfolio, value $4,262,628.

    13F-HR 0001770532-25-000004 filed by Core Wealth Advisors, Inc.
    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 109,980 shares
    Change vs previous 13F +17,632 shares

    1.14% of the 13F portfolio, value $3,455,572.

    13F-HR 0001770532-25-000001 filed by Core Wealth Advisors, Inc.
    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 92,348 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,847,089.

    13F-HR 0001770532-24-000006 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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