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Disclosery

BALLAST ADVISORS LLC: BX position timeline

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

BALLAST ADVISORS LLC held 18,385 BX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,385 shares
    Change vs previous 13F -655 shares

    0.52% of the 13F portfolio, value $2,163,315.

    13F-HR 0001398344-26-014147 filed by BALLAST ADVISORS 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/A 19,040 shares
    Change vs previous 13F -176 shares

    0.64% of the 13F portfolio, value $2,189,390.

    13F-HR/A 0001803415-26-000003 filed by BALLAST ADVISORS 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 19,216 shares
    Change vs previous 13F -191 shares

    0.82% of the 13F portfolio, value $2,961,921.

    13F-HR 0001398344-26-001934 filed by BALLAST ADVISORS 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 19,407 shares
    Change vs previous 13F +314 shares

    0.91% of the 13F portfolio, value $3,315,758.

    13F-HR 0001398344-25-020738 filed by BALLAST ADVISORS 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 19,093 shares
    Change vs previous 13F +1,241 shares

    0.84% of the 13F portfolio, value $2,855,902.

    13F-HR 0001398344-25-014247 filed by BALLAST ADVISORS 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 17,852 shares
    Change vs previous 13F -728 shares

    0.8% of the 13F portfolio, value $2,495,327.

    13F-HR 0001398344-25-008869 filed by BALLAST ADVISORS 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 18,580 shares
    Change vs previous 13F -766 shares

    0.99% of the 13F portfolio, value $3,203,519.

    13F-HR 0001398344-25-002400 filed by BALLAST ADVISORS 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 19,346 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,962,415.

    13F-HR 0001398344-24-019649 filed by BALLAST ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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