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Disclosery

LPL Financial LLC: BALT position timeline

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

LPL Financial LLC held 2,392,686 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 2,392,686 shares
    Change vs previous 13F +1,575,023 shares

    0.02% of the 13F portfolio, value $81,997,343.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 817,663 shares
    Change vs previous 13F +403,686 shares

    0.01% of the 13F portfolio, value $27,363,083.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 413,977 shares
    Change vs previous 13F +15,385 shares

    <0.01% of the 13F portfolio, value $13,872,369.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 398,592 shares
    Change vs previous 13F +198,722 shares

    <0.01% of the 13F portfolio, value $13,081,789.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 199,870 shares
    Change vs previous 13F +78,372 shares

    <0.01% of the 13F portfolio, value $6,411,830.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 121,498 shares
    Change vs previous 13F +17,481 shares

    <0.01% of the 13F portfolio, value $3,812,607.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 104,017 shares
    Change vs previous 13F +77,276 shares

    <0.01% of the 13F portfolio, value $3,268,214.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 26,741 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $824,425.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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