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Disclosery

WPWealth LLP: BALT position timeline

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

WPWealth LLP held 38,327 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 38,327 shares
    Change vs previous 13F +201 shares

    0.19% of the 13F portfolio, value $1,313,466.

    13F-HR 0001950118-26-000003 filed by WPWealth LLP
    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 38,126 shares
    Change vs previous 13F +3,716 shares

    0.2% of the 13F portfolio, value $1,275,887.

    13F-HR 0001950118-26-000002 filed by WPWealth LLP
    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 34,410 shares
    Change vs previous 13F +4,092 shares

    0.18% of the 13F portfolio, value $1,153,079.

    13F-HR 0001950118-26-000001 filed by WPWealth LLP
    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 30,318 shares
    Change vs previous 13F +3,099 shares

    0.16% of the 13F portfolio, value $995,037.

    13F-HR 0001950118-25-000005 filed by WPWealth LLP
    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 27,219 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $873,186.

    13F-HR 0001950118-25-000002 filed by WPWealth LLP
    Filed (acceptance time not in the bulk data set), ingested

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