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Disclosery

Palumbo Wealth Management LLC: BALT position timeline

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

Palumbo Wealth Management LLC held 23,099 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 23,099 shares
    Change vs previous 13F -379 shares

    0.17% of the 13F portfolio, value $791,603.

    13F-HR 0001951757-26-001230 filed by Palumbo Wealth Management 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 23,478 shares
    Change vs previous 13F -18,110 shares

    0.19% of the 13F portfolio, value $785,692.

    13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management 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 41,588 shares
    Change vs previous 13F -22,104 shares

    0.34% of the 13F portfolio, value $1,393,614.

    13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management 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 63,692 shares
    Change vs previous 13F +21,230 shares

    0.39% of the 13F portfolio, value $1,217,918.

    13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management 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 42,462 shares
    Change vs previous 13F +13,041 shares

    0.42% of the 13F portfolio, value $1,362,181.

    13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management 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 29,421 shares
    Change vs previous 13F +22,298 shares

    0.31% of the 13F portfolio, value $923,231.

    13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management 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 7,123 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $223,805.

    13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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