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Disclosery

Holos Integrated Wealth LLC: BALT position timeline

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

Holos Integrated Wealth LLC held 183,682 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,682 shares
    Change vs previous 13F +15,264 shares

    2.94% of the 13F portfolio, value $6,305,816.

    13F-HR 0001437749-26-023590 filed by Holos Integrated 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 168,418 shares
    Change vs previous 13F +3,653 shares

    2.86% of the 13F portfolio, value $5,650,424.

    13F-HR 0001437749-26-011783 filed by Holos Integrated 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 164,765 shares
    Change vs previous 13F +9,287 shares

    3.08% of the 13F portfolio, value $5,526,218.

    13F-HR 0001437749-26-000265 filed by Holos Integrated Wealth 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 155,478 shares
    Change vs previous 13F +9,050 shares

    2.99% of the 13F portfolio, value $5,084,131.

    13F-HR 0001437749-26-000274 filed by Holos Integrated Wealth 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 146,428 shares
    Change vs previous 13F +16,578 shares

    2.86% of the 13F portfolio, value $4,749,392.

    13F-HR 0001437749-25-026425 filed by Holos Integrated Wealth 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 129,850 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $4,074,693.

    13F-HR 0001437749-25-025661 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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