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Disclosery

Flagship Private Wealth, LLC: BALI position timeline

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

Flagship Private Wealth, LLC held 77,637 BALI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,637 shares
    Change vs previous 13F +19,193 shares

    0.93% of the 13F portfolio, value $2,626,470.

    13F-HR 0002085853-26-000929 filed by Flagship Private Wealth, 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 58,444 shares
    Change vs previous 13F +24,235 shares

    0.73% of the 13F portfolio, value $1,800,656.

    13F-HR 0002085853-26-000487 filed by Flagship Private Wealth, 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 34,209 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,083,722.

    13F-HR 0002085853-26-000195 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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