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RiverTree Advisors, LLC: BALT position timeline

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

RiverTree Advisors, LLC held 42,557 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,557 shares
    Change vs previous 13F -5,014 shares

    0.86% of the 13F portfolio, value $1,458,428.

    13F-HR 0001872501-26-000003 filed by RiverTree Advisors, 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 47,571 shares
    Change vs previous 13F -293 shares

    1.01% of the 13F portfolio, value $1,591,964.

    13F-HR 0001872501-26-000002 filed by RiverTree Advisors, 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 47,864 shares
    Change vs previous 13F +18,423 shares

    1.02% of the 13F portfolio, value $1,603,923.

    13F-HR 0001872501-26-000001 filed by RiverTree Advisors, 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 29,441 shares
    Change vs previous 13F -1,445 shares

    0.62% of the 13F portfolio, value $966,254.

    13F-HR 0001872501-25-000002 filed by RiverTree Advisors, 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 30,886 shares
    Change vs previous 13F -980 shares

    0.67% of the 13F portfolio, value $990,823.

    13F-HR 0001085146-25-004105 filed by RiverTree Advisors, 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 31,866 shares
    Change vs previous 13F -539 shares

    0.67% of the 13F portfolio, value $999,955.

    13F-HR 0001085146-25-002180 filed by RiverTree Advisors, 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 32,405 shares
    Change vs previous 13F -27,944 shares

    0.67% of the 13F portfolio, value $1,018,165.

    13F-HR 0001085146-25-000242 filed by RiverTree Advisors, 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 60,349 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,860,560.

    13F-HR 0001085146-24-005044 filed by RiverTree Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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