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Disclosery

Ellis Investment Partners, LLC: BTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellis Investment Partners, LLC on BTZ, newest first. How the timeline and the estimate are built.

Ellis Investment Partners, LLC held 29,912 BTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,912 shares
    Change vs previous 13F -1,036 shares

    0.05% of the 13F portfolio, value $305,703.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 30,948 shares
    Change vs previous 13F -3,699 shares

    0.05% of the 13F portfolio, value $312,577.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 34,647 shares
    Change vs previous 13F -72 shares

    0.07% of the 13F portfolio, value $375,236.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 34,719 shares
    Change vs previous 13F +378 shares

    0.07% of the 13F portfolio, value $383,656.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 34,341 shares
    Change vs previous 13F +381 shares

    0.07% of the 13F portfolio, value $375,007.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 33,960 shares
    Change vs previous 13F -6,116 shares

    0.08% of the 13F portfolio, value $364,056.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 40,076 shares
    Change vs previous 13F -1,176 shares

    0.08% of the 13F portfolio, value $419,198.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 41,252 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $465,321.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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