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Disclosery

Wealthquest Corp: BALT position timeline

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

Wealthquest Corp held 2,542,279 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,542,279 shares
    Change vs previous 13F -691,439 shares

    5.5% of the 13F portfolio, value $87,123,901.

    13F-HR 0001632968-26-000004 filed by Wealthquest Corp
    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/A 3,233,718 shares
    Change vs previous 13F +871,138 shares

    7.67% of the 13F portfolio, value $108,216,381.

    13F-HR/A 0001632968-26-000003 filed by Wealthquest Corp
    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 2,362,580 shares
    Change vs previous 13F -284,276 shares

    5.98% of the 13F portfolio, value $79,170,056.

    13F-HR 0001632968-26-000001 filed by Wealthquest Corp
    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 2,646,856 shares
    Change vs previous 13F -506,413 shares

    6.93% of the 13F portfolio, value $86,869,814.

    13F-HR 0001632968-25-000009 filed by Wealthquest Corp
    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 3,153,269 shares
    Change vs previous 13F -289,577 shares

    7.98% of the 13F portfolio, value $101,156,870.

    13F-HR 0001632968-25-000006 filed by Wealthquest Corp
    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/A 3,442,846 shares
    Change vs previous 13F +362,959 shares

    9.02% of the 13F portfolio, value $108,036,507.

    13F-HR/A 0001632968-25-000004 filed by Wealthquest Corp
    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 3,079,887 shares
    Change vs previous 13F +1,021,486 shares

    7.87% of the 13F portfolio, value $96,770,050.

    13F-HR 0001632968-25-000001 filed by Wealthquest Corp
    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 2,058,401 shares
    Change vs previous 13F not available

    5.58% of the 13F portfolio, value $63,340,087.

    13F-HR 0001632968-24-000004 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

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