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Rochester Wealth Strategies, LLC: BALT position timeline

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

Rochester Wealth Strategies, LLC held 219,349 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 219,349 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $7,517,090.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).