Skip to content

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

  1. period ended2026-06-30
    13F 21,740 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F/A 23,411 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 25,319 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 26,815 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 26,759 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 25,372 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 23,425 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 21,535 shares
    Change 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), ingested

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