Skip to content
Disclosery

BALLAST ADVISORS LLC: HD position timeline

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

BALLAST ADVISORS LLC held 2,125 HD 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 2,125 shares
    Change vs previous 13F -24 shares

    0.18% of the 13F portfolio, value $749,318.

    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 2,149 shares
    Change vs previous 13F -48 shares

    0.21% of the 13F portfolio, value $706,667.

    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 2,197 shares
    Change vs previous 13F +7 shares

    0.21% of the 13F portfolio, value $755,880.

    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 2,190 shares
    Change vs previous 13F -7 shares

    0.24% of the 13F portfolio, value $887,230.

    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 2,197 shares
    Change vs previous 13F +10 shares

    0.24% of the 13F portfolio, value $805,376.

    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 2,187 shares
    Change vs previous 13F +122 shares

    0.26% of the 13F portfolio, value $801,382.

    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 2,065 shares
    Change vs previous 13F +167 shares

    0.25% of the 13F portfolio, value $803,125.

    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 1,898 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $768,924.

    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).