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Steward Partners Investment Advisory, LLC: BALT position timeline

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

Steward Partners Investment Advisory, LLC held 120,638 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,638 shares
    Change vs previous 13F +2,485 shares

    0.02% of the 13F portfolio, value $4,134,264.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 118,153 shares
    Change vs previous 13F -3,352 shares

    0.02% of the 13F portfolio, value $3,953,991.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 121,505 shares
    Change vs previous 13F +5,929 shares

    0.02% of the 13F portfolio, value $4,071,633.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 115,576 shares
    Change vs previous 13F +4,013 shares

    0.02% of the 13F portfolio, value $3,793,204.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 111,563 shares
    Change vs previous 13F +60,866 shares

    0.03% of the 13F portfolio, value $3,578,941.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 50,697 shares
    Change vs previous 13F +36,616 shares

    0.01% of the 13F portfolio, value $1,590,872.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 14,081 shares
    Change vs previous 13F +6,234 shares

    <0.01% of the 13F portfolio, value $442,425.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 7,847 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,923.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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