Sovran Advisors, LLC: BALT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovran Advisors, LLC on BALT, newest first. How the timeline and the estimate are built.
Sovran Advisors, LLC held 203,553 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 203,553 sharesChange vs previous 13F -75,002 shares
0.52% of the 13F portfolio, value $6,992,033.
13F-HR 0002051471-26-000004 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 278,555 sharesChange vs previous 13F +24,021 shares
0.74% of the 13F portfolio, value $9,465,309.
13F-HR 0002051471-26-000003 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 254,534 sharesChange vs previous 13F -2,243 shares
0.73% of the 13F portfolio, value $8,562,524.
13F-HR 0002051471-26-000001 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 256,777 sharesChange vs previous 13F +10,260 shares
0.75% of the 13F portfolio, value $8,471,057.
13F-HR 0002051471-25-000007 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 246,517 sharesChange vs previous 13F +13,725 shares
0.83% of the 13F portfolio, value $7,925,505.
13F-HR 0002051471-25-000004 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 232,792 sharesChange vs previous 13F +14,338 shares
0.94% of the 13F portfolio, value $7,211,881.
13F-HR 0002051471-25-000003 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 218,454 sharesChange vs previous 13F not available
0.98% of the 13F portfolio, value $6,867,088.
13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).