Skip to content
Disclosery

Quadrant Private Wealth Management, LLC: BALI position timeline

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

Quadrant Private Wealth Management, LLC held 42,279 BALI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,279 shares
    Change vs previous 13F +16,632 shares

    0.32% of the 13F portfolio, value $1,430,299.

    13F-HR 0001725547-26-000263 filed by Quadrant Private 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 25,647 shares
    Change vs previous 13F +1,910 shares

    0.12% of the 13F portfolio, value $790,184.

    13F-HR 0001725547-26-000168 filed by Quadrant Private 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 23,737 shares
    Change vs previous 13F +3,580 shares

    0.12% of the 13F portfolio, value $757,250.

    13F-HR 0001725547-26-000052 filed by Quadrant Private 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 20,157 shares
    Change vs previous 13F +2,955 shares

    0.12% of the 13F portfolio, value $639,783.

    13F-HR 0001725547-25-004204 filed by Quadrant Private 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 17,202 shares
    Change vs previous 13F +4,818 shares

    0.11% of the 13F portfolio, value $517,952.

    13F-HR 0001725547-25-003656 filed by Quadrant Private 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 12,384 shares
    Change vs previous 13F +1,322 shares

    0.09% of the 13F portfolio, value $356,535.

    13F-HR 0001725547-25-001943 filed by Quadrant Private 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 11,062 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $334,626.

    13F-HR 0001725547-25-000268 filed by Quadrant Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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