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Disclosery

Jacobi Capital Management LLC: BALT position timeline

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

Jacobi Capital Management LLC held 204,568 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,568 shares
    Change vs previous 13F +142,413 shares

    0.34% of the 13F portfolio, value $7,010,559.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital 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 62,155 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,080,020.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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