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Disclosery

CWM, LLC: BALT position timeline

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

CWM, LLC held 745,815 BALT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 745,815 shares
    Change vs previous 13F -41,445 shares

    0.07% of the 13F portfolio, value $24,958,694.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 787,260 shares
    Change vs previous 13F +104,822 shares

    0.07% of the 13F portfolio, value $26,381,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 682,438 shares
    Change vs previous 13F +10,059 shares

    0.07% of the 13F portfolio, value $22,398,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 672,379 shares
    Change vs previous 13F +208,932 shares

    0.08% of the 13F portfolio, value $21,570,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 463,447 shares
    Change vs previous 13F +244,588 shares

    0.06% of the 13F portfolio, value $14,543,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 218,859 shares
    Change vs previous 13F +83,687 shares

    0.03% of the 13F portfolio, value $6,877,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 135,172 shares
    Change vs previous 13F +134,656 shares

    0.02% of the 13F portfolio, value $4,167,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 516 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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