BALLAST ADVISORS LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALLAST ADVISORS LLC on IJH, newest first. How the timeline and the estimate are built.
BALLAST ADVISORS LLC held 3,560 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 3,560 sharesChange vs previous 13F +2,620 shares
0.07% of the 13F portfolio, value $274,512.
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 940 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $63,478.
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 940 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $62,040.
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 940 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $61,344.
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 940 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $58,299.
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 940 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $54,849.
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 940 sharesChange vs previous 13F -750 shares
0.02% of the 13F portfolio, value $58,571.
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 1,690 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $105,321.
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).