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Disclosery

Triumph Capital Management: BALT position timeline

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

Triumph Capital Management held 65,919 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,919 shares
    Change vs previous 13F +10,611 shares

    0.41% of the 13F portfolio, value $2,259,044.

    13F-HR 0001730765-26-000006 filed by Triumph Capital Management
    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 55,308 shares
    Change vs previous 13F +8,344 shares

    0.38% of the 13F portfolio, value $1,850,882.

    13F-HR 0001730765-26-000004 filed by Triumph Capital Management
    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 46,964 shares
    Change vs previous 13F -10,915 shares

    0.34% of the 13F portfolio, value $1,573,764.

    13F-HR 0001730765-26-000002 filed by Triumph Capital Management
    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/A 57,879 shares
    Change vs previous 13F +17,761 shares

    0.51% of the 13F portfolio, value $1,899,588.

    13F-HR/A 0001730765-25-000011 filed by Triumph Capital Management
    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/A 40,118 shares
    Change vs previous 13F -14,768 shares

    0.39% of the 13F portfolio, value $1,286,985.

    13F-HR/A 0001730765-25-000012 filed by Triumph Capital Management
    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 54,886 shares
    Change vs previous 13F -1,277 shares

    0.57% of the 13F portfolio, value $1,722,323.

    13F-HR 0001730765-25-000004 filed by Triumph Capital Management
    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 56,163 shares
    Change vs previous 13F +28,685 shares

    0.6% of the 13F portfolio, value $1,764,641.

    13F-HR 0001730765-25-000003 filed by Triumph Capital Management
    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 27,478 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $847,147.

    13F-HR 0001730765-25-000002 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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