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Disclosery

LEE JOHNSON CAPITAL MANAGEMENT, LLC: BALT position timeline

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

LEE JOHNSON CAPITAL MANAGEMENT, LLC held 897,952 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 897,952 shares
    Change vs previous 13F -505,007 shares

    9.62% of the 13F portfolio, value $30,772,815.

    13F-HR 0001674836-26-000007 filed by LEE JOHNSON 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 1,402,959 shares
    Change vs previous 13F +580,979 shares

    16.83% of the 13F portfolio, value $46,950,024.

    13F-HR 0001674836-26-000005 filed by LEE JOHNSON CAPITAL 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 821,980 shares
    Change vs previous 13F -22,437 shares

    9.45% of the 13F portfolio, value $27,544,550.

    13F-HR 0001674836-26-000001 filed by LEE JOHNSON CAPITAL 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 844,417 shares
    Change vs previous 13F not available

    9.21% of the 13F portfolio, value $27,713,766.

    13F-HR 0001674836-25-000002 filed by LEE JOHNSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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