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Disclosery

Wealthcare Advisory Partners LLC: BALT position timeline

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

Wealthcare Advisory Partners LLC held 525,929 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 525,929 shares
    Change vs previous 13F +210,276 shares

    0.34% of the 13F portfolio, value $18,023,592.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    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 315,653 shares
    Change vs previous 13F -183,755 shares

    0.21% of the 13F portfolio, value $10,563,334.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 499,408 shares
    Change vs previous 13F +7,456 shares

    0.33% of the 13F portfolio, value $16,735,167.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 491,952 shares
    Change vs previous 13F +24,637 shares

    0.34% of the 13F portfolio, value $16,145,870.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 467,315 shares
    Change vs previous 13F -3,305 shares

    0.34% of the 13F portfolio, value $14,991,470.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    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 470,620 shares
    Change vs previous 13F +38,202 shares

    0.4% of the 13F portfolio, value $14,768,061.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 432,418 shares
    Change vs previous 13F +26,339 shares

    0.38% of the 13F portfolio, value $13,586,579.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners 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 406,079 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $12,519,420.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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