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Disclosery

Granite Bay Wealth Management, LLC: BALI position timeline

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

Granite Bay Wealth Management, LLC held 310,798 BALI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 310,798 shares
    Change vs previous 13F +3,387 shares

    0.97% of the 13F portfolio, value $10,514,000.

    13F-HR 0001911472-26-000003 filed by Granite Bay Wealth Management, 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 307,411 shares
    Change vs previous 13F -5,011 shares

    2.02% of the 13F portfolio, value $9,471,905.

    13F-HR 0001911472-26-000002 filed by Granite Bay Wealth Management, 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 312,422 shares
    Change vs previous 13F +33,370 shares

    2.4% of the 13F portfolio, value $9,897,519.

    13F-HR 0001911472-26-000001 filed by Granite Bay Wealth Management, 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 279,052 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $8,857,110.

    13F-HR 0001911472-25-000005 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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