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Disclosery

Disciplined Investments, LLC: BALT position timeline

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

Disciplined Investments, LLC held 17,784 BALT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 17,784 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $609,458.

    13F-HR/A 0001951757-26-001158 filed by Disciplined Investments, 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 17,784 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $595,142.

    13F-HR 0001951757-26-000823 filed by Disciplined Investments, 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 17,784 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $595,942.

    13F-HR 0001951757-26-000368 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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