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ROTHSCHILD INVESTMENT LLC: BALT position timeline

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

ROTHSCHILD INVESTMENT LLC held 49,900 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,900 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,710,073.

    13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT 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 49,900 shares
    Change vs previous 13F +1,500 shares

    0.09% of the 13F portfolio, value $1,669,904.

    13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT 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 48,400 shares
    Change vs previous 13F +1,400 shares

    0.09% of the 13F portfolio, value $1,621,884.

    13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT 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 47,000 shares
    Change vs previous 13F -1,800 shares

    0.09% of the 13F portfolio, value $1,542,540.

    13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT 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 48,800 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,565,504.

    13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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