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Madison Wealth Partners, Inc: BALT position timeline

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

Madison Wealth Partners, Inc held 27,462 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,462 shares
    Change vs previous 13F -75 shares

    0.12% of the 13F portfolio, value $941,107.

    13F-HR 0001104659-26-094666 filed by Madison Wealth Partners, 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 27,537 shares
    Change vs previous 13F +1,500 shares

    0.15% of the 13F portfolio, value $921,510.

    13F-HR 0001104659-26-052362 filed by Madison Wealth Partners, 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 26,037 shares
    Change vs previous 13F -7,501 shares

    0.16% of the 13F portfolio, value $872,484.

    13F-HR 0001104659-26-012404 filed by Madison Wealth Partners, 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 33,538 shares
    Change vs previous 13F +1,500 shares

    0.22% of the 13F portfolio, value $1,100,702.

    13F-HR 0001104659-25-109982 filed by Madison Wealth Partners, 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 32,038 shares
    Change vs previous 13F -9,463 shares

    0.22% of the 13F portfolio, value $1,027,764.

    13F-HR 0001951757-25-000996 filed by Madison Wealth Partners, 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 41,501 shares
    Change vs previous 13F +6,010 shares

    0.32% of the 13F portfolio, value $1,302,287.

    13F-HR 0001951757-25-000413 filed by Madison Wealth Partners, 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 35,491 shares
    Change vs previous 13F +1,180 shares

    0.31% of the 13F portfolio, value $1,115,112.

    13F-HR 0001951757-25-000215 filed by Madison Wealth Partners, 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 34,311 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,057,794.

    13F-HR 0001951757-24-001116 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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