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Orion Porfolio Solutions, LLC: BALT position timeline

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

Orion Porfolio Solutions, LLC held 380,663 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,663 shares
    Change vs previous 13F +27,973 shares

    0.1% of the 13F portfolio, value $13,045,321.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 352,690 shares
    Change vs previous 13F -658,760 shares

    0.1% of the 13F portfolio, value $11,802,773.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 1,011,450 shares
    Change vs previous 13F +45,655 shares

    0.25% of the 13F portfolio, value $33,893,690.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 965,795 shares
    Change vs previous 13F +124,004 shares

    0.25% of the 13F portfolio, value $31,697,392.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 841,791 shares
    Change vs previous 13F +248,809 shares

    0.23% of the 13F portfolio, value $27,004,655.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 592,982 shares
    Change vs previous 13F +533,381 shares

    0.18% of the 13F portfolio, value $18,607,775.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 59,601 shares
    Change vs previous 13F +45,487 shares

    0.02% of the 13F portfolio, value $1,872,663.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 14,114 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $435,135.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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