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Disclosery

Long Island Wealth Management, Inc.: BALT position timeline

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

Long Island Wealth Management, Inc. held 285,262 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 285,262 shares
    Change vs previous 13F +43,850 shares

    4.04% of the 13F portfolio, value $9,775,929.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, 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 241,412 shares
    Change vs previous 13F -4,151 shares

    3.75% of the 13F portfolio, value $8,078,853.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, 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 245,563 shares
    Change vs previous 13F +6,897 shares

    3.89% of the 13F portfolio, value $8,228,816.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, 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 238,666 shares
    Change vs previous 13F +26,269 shares

    3.81% of the 13F portfolio, value $7,833,018.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, 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 212,397 shares
    Change vs previous 13F -1,358 shares

    3.54% of the 13F portfolio, value $6,813,696.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, 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 213,755 shares
    Change vs previous 13F +58,934 shares

    4.08% of the 13F portfolio, value $6,707,632.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 154,821 shares
    Change vs previous 13F +109,047 shares

    3.04% of the 13F portfolio, value $4,864,476.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 45,774 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,411,212.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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