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Disclosery

Maia Wealth LLC: BALT position timeline

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

Maia Wealth LLC held 16,462 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,462 shares
    Change vs previous 13F +4,455 shares

    0.08% of the 13F portfolio, value $564,153.

    13F-HR 0002010858-26-000005 filed by Maia Wealth 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 12,007 shares
    Change vs previous 13F -5,627 shares

    0.07% of the 13F portfolio, value $401,807.

    13F-HR 0002010858-26-000004 filed by Maia Wealth 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 17,634 shares
    Change vs previous 13F -492 shares

    0.1% of the 13F portfolio, value $593,200.

    13F-HR 0002010858-26-000001 filed by Maia Wealth 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 18,126 shares
    Change vs previous 13F +3,671 shares

    0.1% of the 13F portfolio, value $599,238.

    13F-HR 0002010858-25-000006 filed by Maia Wealth 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 14,455 shares
    Change vs previous 13F +644 shares

    0.09% of the 13F portfolio, value $463,703.

    13F-HR 0002010858-25-000004 filed by Maia Wealth 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 13,811 shares
    Change vs previous 13F +30 shares

    0.1% of the 13F portfolio, value $430,338.

    13F-HR 0002010858-25-000003 filed by Maia Wealth 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 13,781 shares
    Change vs previous 13F +3,726 shares

    0.09% of the 13F portfolio, value $436,301.

    13F-HR 0002010858-25-000001 filed by Maia Wealth 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 10,055 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $311,353.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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