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Disclosery

Crown Wealth Group, LLC: BALT position timeline

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

Crown Wealth Group, LLC held 978,870 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 978,870 shares
    Change vs previous 13F +41,911 shares

    8.54% of the 13F portfolio, value $33,545,858.

    13F-HR 0002085853-26-000791 filed by Crown Wealth 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 936,959 shares
    Change vs previous 13F -11,813 shares

    9.21% of the 13F portfolio, value $31,355,316.

    13F-HR 0002085853-26-000447 filed by Crown Wealth 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 948,772 shares
    Change vs previous 13F +68,682 shares

    8.88% of the 13F portfolio, value $31,793,333.

    13F-HR 0002085853-26-000126 filed by Crown Wealth 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 880,090 shares
    Change vs previous 13F +115,754 shares

    8.68% of the 13F portfolio, value $28,884,537.

    13F-HR 0002085853-25-000126 filed by Crown Wealth 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 764,336 shares
    Change vs previous 13F +52,007 shares

    9.21% of the 13F portfolio, value $24,519,883.

    13F-HR 0001667731-25-000836 filed by Crown Wealth 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 712,329 shares
    Change vs previous 13F +75,376 shares

    11.59% of the 13F portfolio, value $22,352,868.

    13F-HR 0001667731-25-000523 filed by Crown Wealth 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 636,953 shares
    Change vs previous 13F +17,123 shares

    8.14% of the 13F portfolio, value $20,013,048.

    13F-HR 0001667731-25-000203 filed by Crown Wealth 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 619,830 shares
    Change vs previous 13F not available

    8.31% of the 13F portfolio, value $19,109,343.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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