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Prasad Wealth Partners, LLC: BALT position timeline

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

Prasad Wealth Partners, LLC held 347,970 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,970 shares
    Change vs previous 13F +303,848 shares

    2.87% of the 13F portfolio, value $11,924,932.

    13F-HR 0001765380-26-000234 filed by Prasad Wealth Partners, 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 44,122 shares
    Change vs previous 13F +5,183 shares

    0.4% of the 13F portfolio, value $1,476,543.

    13F-HR 0001765380-26-000125 filed by Prasad Wealth Partners, 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 38,939 shares
    Change vs previous 13F +2,368 shares

    0.35% of the 13F portfolio, value $1,304,846.

    13F-HR 0001765380-26-000039 filed by Prasad Wealth Partners, 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 36,571 shares
    Change vs previous 13F +2,536 shares

    0.33% of the 13F portfolio, value $1,200,260.

    13F-HR 0002048885-25-000002 filed by Prasad Wealth Partners, 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 34,035 shares
    Change vs previous 13F +159 shares

    0.32% of the 13F portfolio, value $1,091,843.

    13F-HR 0001765380-25-000258 filed by Prasad Wealth Partners, 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 33,876 shares
    Change vs previous 13F +5,201 shares

    0.35% of the 13F portfolio, value $1,063,029.

    13F-HR 0001765380-25-000213 filed by Prasad Wealth Partners, 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 28,675 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $900,968.

    13F-HR 0001765380-25-000040 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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