Skip to content

HBW ADVISORY SERVICES LLC: BALT position timeline

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

HBW ADVISORY SERVICES LLC held 80,024 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,024 shares
    Change vs previous 13F -745 shares

    0.25% of the 13F portfolio, value $2,742,422.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 80,769 shares
    Change vs previous 13F +6,644 shares

    0.28% of the 13F portfolio, value $2,702,935.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 74,125 shares
    Change vs previous 13F +12,410 shares

    0.27% of the 13F portfolio, value $2,483,929.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 61,715 shares
    Change vs previous 13F +13,360 shares

    0.23% of the 13F portfolio, value $2,025,486.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 48,355 shares
    Change vs previous 13F +26,712 shares

    0.19% of the 13F portfolio, value $1,551,228.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 21,643 shares
    Change vs previous 13F +6,610 shares

    0.1% of the 13F portfolio, value $679,157.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES 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 15,033 shares
    Change vs previous 13F +1,192 shares

    0.05% of the 13F portfolio, value $472,337.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES 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 13,841 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $426,718.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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