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Disclosery

D.B. Root & Company, LLC: BALT position timeline

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

D.B. Root & Company, LLC held 12,909 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,909 shares
    Change vs previous 13F +97 shares

    0.09% of the 13F portfolio, value $442,391.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 12,812 shares
    Change vs previous 13F +1,597 shares

    0.1% of the 13F portfolio, value $428,754.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 11,215 shares
    Change vs previous 13F -10 shares

    0.09% of the 13F portfolio, value $375,815.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 11,225 shares
    Change vs previous 13F +3,065 shares

    0.09% of the 13F portfolio, value $368,405.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 8,160 shares
    Change vs previous 13F +1,231 shares

    0.08% of the 13F portfolio, value $261,773.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 6,929 shares
    Change vs previous 13F -432 shares

    0.07% of the 13F portfolio, value $217,432.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 7,361 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $231,283.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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