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Disclosery

NewEdge Advisors, LLC: BALT position timeline

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

NewEdge Advisors, LLC held 716,670 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 716,670 shares
    Change vs previous 13F +214,836 shares

    0.07% of the 13F portfolio, value $24,560,283.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 501,834 shares
    Change vs previous 13F -98,094 shares

    0.06% of the 13F portfolio, value $16,793,876.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 599,928 shares
    Change vs previous 13F +187,565 shares

    0.07% of the 13F portfolio, value $20,103,587.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 412,363 shares
    Change vs previous 13F +315,155 shares

    0.06% of the 13F portfolio, value $13,533,754.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 97,208 shares
    Change vs previous 13F +49,841 shares

    0.02% of the 13F portfolio, value $3,118,433.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 47,367 shares
    Change vs previous 13F +6,922 shares

    0.01% of the 13F portfolio, value $1,486,376.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 40,445 shares
    Change vs previous 13F +14,357 shares

    0.01% of the 13F portfolio, value $1,270,782.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 26,088 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $804,283.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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