Reliant Wealth Planning: BALT position timeline

Reliant Wealth Planning held 1,037,015 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,037,015 shares

   Change vs previous 13F +31,667 shares

   9.77% of the 13F portfolio, value $35,538,504.

   13F-HR 0001376474-26-000543 filed by Reliant Wealth Planning
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,005,348 shares

   Change vs previous 13F +28,171 shares

   10.17% of the 13F portfolio, value $33,643,971.

   13F-HR 0001376474-26-000382 filed by Reliant Wealth Planning
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 977,177 shares

   Change vs previous 13F +19,831 shares

   10.23% of the 13F portfolio, value $32,745,201.

   13F-HR 0001376474-26-000165 filed by Reliant Wealth Planning
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 957,346 shares

   Change vs previous 13F +920,903 shares

   10.18% of the 13F portfolio, value $31,420,095.

   13F-HR 0001376474-25-000949 filed by Reliant Wealth Planning
   Filed 2025-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 36,443 shares

   Change vs previous 13F not available

   0.46% of the 13F portfolio, value $1,169,091.

   13F-HR 0001376474-25-000727 filed by Reliant Wealth Planning
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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