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Disclosery

Wealth Quarterback LLC: BALI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Quarterback LLC on BALI, newest first. How the timeline and the estimate are built.

Wealth Quarterback LLC held 14,903 BALI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,903 shares
    Change vs previous 13F -1,806 shares

    0.16% of the 13F portfolio, value $504,185.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 16,709 shares
    Change vs previous 13F -3,484 shares

    0.2% of the 13F portfolio, value $514,805.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 20,193 shares
    Change vs previous 13F +2,612 shares

    0.23% of the 13F portfolio, value $639,710.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 17,581 shares
    Change vs previous 13F +3,751 shares

    0.22% of the 13F portfolio, value $558,020.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 13,830 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $416,435.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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