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KFG WEALTH MANAGEMENT, LLC: BALT position timeline

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

KFG WEALTH MANAGEMENT, LLC held 160,987 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,987 shares
    Change vs previous 13F +11,888 shares

    0.62% of the 13F portfolio, value $5,517,024.

    13F-HR 0001919344-26-000005 filed by KFG 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 149,099 shares
    Change vs previous 13F +12,912 shares

    0.65% of the 13F portfolio, value $4,989,599.

    13F-HR 0001919344-26-000004 filed by KFG 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 136,187 shares
    Change vs previous 13F +30,147 shares

    0.61% of the 13F portfolio, value $4,563,626.

    13F-HR 0001919344-26-000001 filed by KFG 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 106,040 shares
    Change vs previous 13F +47,103 shares

    0.5% of the 13F portfolio, value $3,480,233.

    13F-HR 0001919344-25-000007 filed by KFG WEALTH MANAGEMENT, 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 58,937 shares
    Change vs previous 13F +14,956 shares

    0.3% of the 13F portfolio, value $1,890,699.

    13F-HR 0001919344-25-000005 filed by KFG WEALTH MANAGEMENT, 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 43,981 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,380,124.

    13F-HR 0001919344-25-000004 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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