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Disclosery

BALLAST ADVISORS LLC: IWF position timeline

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

BALLAST ADVISORS LLC held 12,962 IWF 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 12,962 shares
    Change vs previous 13F +9,661 shares

    0.38% of the 13F portfolio, value $1,609,492.

    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 3,301 shares
    Change vs previous 13F -77 shares

    0.41% of the 13F portfolio, value $1,407,546.

    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 3,378 shares
    Change vs previous 13F -40 shares

    0.44% of the 13F portfolio, value $1,598,807.

    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 3,418 shares
    Change vs previous 13F -103 shares

    0.44% of the 13F portfolio, value $1,601,025.

    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 3,521 shares
    Change vs previous 13F -22 shares

    0.44% of the 13F portfolio, value $1,494,946.

    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 3,543 shares
    Change vs previous 13F +157 shares

    0.41% of the 13F portfolio, value $1,279,342.

    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 3,386 shares
    Change vs previous 13F -74 shares

    0.42% of the 13F portfolio, value $1,359,750.

    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 3,460 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,298,815.

    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).