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IFP Advisors, Inc: BALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on BALT, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 10,734 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,734 shares
    Change vs previous 13F -757 shares

    0.01% of the 13F portfolio, value $367,854.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 11,491 shares
    Change vs previous 13F +863 shares

    0.01% of the 13F portfolio, value $384,546.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 10,628 shares
    Change vs previous 13F +1,067 shares

    0.01% of the 13F portfolio, value $356,144.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 9,561 shares
    Change vs previous 13F +1,851 shares

    0.01% of the 13F portfolio, value $313,792.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 7,710 shares
    Change vs previous 13F +4,463 shares

    0.01% of the 13F portfolio, value $247,318.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 3,247 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $101,891.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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