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Disclosery

Brookstone Capital Management: BALT position timeline

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

Brookstone Capital Management held 1,005,902 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,005,902 shares
    Change vs previous 13F +90,346 shares

    0.35% of the 13F portfolio, value $34,472,262.

    13F-HR 0001062993-26-003671 filed by Brookstone 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 915,556 shares
    Change vs previous 13F -972 shares

    0.35% of the 13F portfolio, value $30,639,085.

    13F-HR 0001062993-26-002020 filed by Brookstone 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 916,528 shares
    Change vs previous 13F +144,972 shares

    0.35% of the 13F portfolio, value $30,712,853.

    13F-HR 0001062993-26-000271 filed by Brookstone 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 771,556 shares
    Change vs previous 13F +131,497 shares

    0.3% of the 13F portfolio, value $25,322,468.

    13F-HR 0001062993-25-016087 filed by Brookstone 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 640,059 shares
    Change vs previous 13F +30,440 shares

    0.27% of the 13F portfolio, value $20,533,093.

    13F-HR 0001062993-25-013278 filed by Brookstone 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 609,619 shares
    Change vs previous 13F +12,372 shares

    0.27% of the 13F portfolio, value $19,129,841.

    13F-HR 0001062993-25-008149 filed by Brookstone 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 597,247 shares
    Change vs previous 13F -26,314 shares

    0.27% of the 13F portfolio, value $18,765,498.

    13F-HR 0001062993-25-000693 filed by Brookstone 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 623,561 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $19,224,383.

    13F-HR 0001062993-24-017468 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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