Skip to content
Disclosery

Soltis Investment Advisors LLC: BALT position timeline

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

Soltis Investment Advisors LLC held 42,766 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,766 shares
    Change vs previous 13F -195,535 shares

    0.08% of the 13F portfolio, value $1,465,600.

    13F-HR 0001802530-26-000004 filed by Soltis Investment 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 238,301 shares
    Change vs previous 13F +204,209 shares

    0.52% of the 13F portfolio, value $7,974,744.

    13F-HR 0001802530-26-000003 filed by Soltis Investment 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/A 34,092 shares
    Change vs previous 13F +6,365 shares

    0.08% of the 13F portfolio, value $1,142,439.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment 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 27,727 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $910,000.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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