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VESTIA PERSONAL WEALTH ADVISORS: BALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VESTIA PERSONAL WEALTH ADVISORS on BALT, newest first. How the timeline and the estimate are built.

VESTIA PERSONAL WEALTH ADVISORS held 20,196 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,196 shares
    Change vs previous 13F +6,276 shares

    0.27% of the 13F portfolio, value $692,117.

    13F-HR 0002033299-26-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 13,920 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $465,833.

    13F-HR 0002033299-26-000002 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 13,920 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $467,990.

    13F-HR 0002033299-26-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 13,920 shares
    Change vs previous 13F +5,862 shares

    0.26% of the 13F portfolio, value $456,854.

    13F-HR 0002033299-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 8,058 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $258,501.

    13F-HR 0002033299-25-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 8,058 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $252,860.

    13F-HR 0001785445-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 8,058 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $253,182.

    13F-HR 0002033299-25-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 8,058 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $248,428.

    13F-HR 0001831263-24-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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