BALLAST ADVISORS LLC: CMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALLAST ADVISORS LLC on CMG, newest first. How the timeline and the estimate are built.
BALLAST ADVISORS LLC held 21,740 CMG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 21,740 sharesChange vs previous 13F -1,671 shares
0.18% of the 13F portfolio, value $739,160.
13F-HR 0001398344-26-014147 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 23,411 sharesChange vs previous 13F -1,908 shares
0.22% of the 13F portfolio, value $749,386.
13F-HR/A 0001803415-26-000003 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,319 sharesChange vs previous 13F -1,496 shares
0.26% of the 13F portfolio, value $936,803.
13F-HR 0001398344-26-001934 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,815 sharesChange vs previous 13F +56 shares
0.29% of the 13F portfolio, value $1,050,880.
13F-HR 0001398344-25-020738 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,759 sharesChange vs previous 13F +1,387 shares
0.44% of the 13F portfolio, value $1,502,518.
13F-HR 0001398344-25-014247 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,372 sharesChange vs previous 13F +1,947 shares
0.41% of the 13F portfolio, value $1,273,928.
13F-HR 0001398344-25-008869 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,425 sharesChange vs previous 13F +1,890 shares
0.44% of the 13F portfolio, value $1,412,528.
13F-HR 0001398344-25-002400 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,535 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $1,240,847.
13F-HR 0001398344-24-019649 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).