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Kestra Advisory Services, LLC: BALT position timeline

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

Kestra Advisory Services, LLC held 465,006 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 465,006 shares
    Change vs previous 13F +745 shares

    0.04% of the 13F portfolio, value $15,935,766.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 129,533 shares
    • Kestra Advisory Services, LLC: 324,994 shares
    • Kestra Investment Management, LLC: 10,479 shares

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

  2. period ended2026-03-31
    13F 464,261 shares
    Change vs previous 13F -26,298 shares

    0.05% of the 13F portfolio, value $15,536,495.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 140,014 shares
    • Kestra Advisory Services, LLC: 324,247 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 490,559 shares
    Change vs previous 13F +39,015 shares

    0.05% of the 13F portfolio, value $16,438,632.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 168,319 shares
    • Kestra Advisory Services, LLC: 315,391 shares
    • Kestra Investment Management, LLC: 6,849 shares

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

  4. period ended2025-09-30
    13F 451,544 shares
    Change vs previous 13F +7,697 shares

    0.05% of the 13F portfolio, value $14,819,674.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 161,810 shares
    • Kestra Advisory Services, LLC: 289,734 shares

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

  5. period ended2025-06-30
    13F 443,847 shares
    Change vs previous 13F +94,995 shares

    0.05% of the 13F portfolio, value $14,238,612.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 139,322 shares
    • Kestra Advisory Services, LLC: 304,525 shares

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

  6. period ended2025-03-31
    13F 348,852 shares
    Change vs previous 13F +29,570 shares

    0.05% of the 13F portfolio, value $10,946,976.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 319,282 shares
    Change vs previous 13F +41,026 shares

    0.05% of the 13F portfolio, value $10,031,840.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 278,256 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,578,632.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 278,256 shares

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