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Disclosery

NBZ Investment Advisors LLC: BALT position timeline

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

NBZ Investment Advisors LLC held 490,105 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 490,105 shares
    Change vs previous 13F -217 shares

    6.56% of the 13F portfolio, value $16,795,898.

    13F-HR 0001398344-26-014304 filed by NBZ Investment Advisors 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 490,322 shares
    Change vs previous 13F +2,024 shares

    7.18% of the 13F portfolio, value $16,408,627.

    13F-HR 0001398344-26-008218 filed by NBZ Investment Advisors 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 488,298 shares
    Change vs previous 13F +48,145 shares

    7.14% of the 13F portfolio, value $16,362,866.

    13F-HR 0001398344-26-001994 filed by NBZ Investment Advisors 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 440,153 shares
    Change vs previous 13F +22,873 shares

    7.56% of the 13F portfolio, value $14,445,821.

    13F-HR 0001398344-25-020740 filed by NBZ Investment Advisors 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 417,280 shares
    Change vs previous 13F +9,349 shares

    7.66% of the 13F portfolio, value $13,386,342.

    13F-HR 0001398344-25-014441 filed by NBZ Investment Advisors 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 407,931 shares
    Change vs previous 13F +12,663 shares

    7.4% of the 13F portfolio, value $12,800,875.

    13F-HR 0001398344-25-009079 filed by NBZ Investment Advisors 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 395,268 shares
    Change vs previous 13F not available

    6.96% of the 13F portfolio, value $12,419,321.

    13F-HR 0001398344-25-002487 filed by NBZ Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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