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Disclosery

Encompass More Asset Management: BALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Encompass More Asset Management on BALT, newest first. How the timeline and the estimate are built.

Encompass More Asset Management held 56,158 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,158 shares
    Change vs previous 13F +10,587 shares

    0.28% of the 13F portfolio, value $1,924,535.

    13F-HR 0001172661-26-002605 filed by Encompass More Asset Management
    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 45,571 shares
    Change vs previous 13F +3,111 shares

    0.26% of the 13F portfolio, value $1,525,034.

    13F-HR 0001172661-26-001550 filed by Encompass More Asset Management
    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 42,460 shares
    Change vs previous 13F +6,941 shares

    0.26% of the 13F portfolio, value $1,422,835.

    13F-HR 0001172661-26-000441 filed by Encompass More Asset Management
    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 35,519 shares
    Change vs previous 13F +4,224 shares

    0.22% of the 13F portfolio, value $1,165,734.

    13F-HR 0001172661-25-004323 filed by Encompass More Asset Management
    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 31,295 shares
    Change vs previous 13F +7,638 shares

    0.24% of the 13F portfolio, value $1,003,944.

    13F-HR 0001172661-25-002930 filed by Encompass More Asset Management
    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 23,657 shares
    Change vs previous 13F +8,433 shares

    0.22% of the 13F portfolio, value $742,357.

    13F-HR 0001172661-25-001631 filed by Encompass More Asset Management
    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 15,224 shares
    Change vs previous 13F +3,905 shares

    0.16% of the 13F portfolio, value $478,338.

    13F-HR 0001172661-25-000273 filed by Encompass More Asset Management
    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 11,319 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $348,965.

    13F-HR 0001172661-24-005312 filed by Encompass More Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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