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Disclosery

BALLAST ADVISORS LLC: SCHA position timeline

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

BALLAST ADVISORS LLC held 185,570 SCHA 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 185,570 shares
    Change vs previous 13F -9,601 shares

    1.6% of the 13F portfolio, value $6,704,640.

    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 195,171 shares
    Change vs previous 13F +10,301 shares

    1.65% of the 13F portfolio, value $5,675,565.

    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 184,870 shares
    Change vs previous 13F +2,574 shares

    1.45% of the 13F portfolio, value $5,265,089.

    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 182,296 shares
    Change vs previous 13F -4,091 shares

    1.4% of the 13F portfolio, value $5,086,068.

    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 186,387 shares
    Change vs previous 13F -5,090 shares

    1.39% of the 13F portfolio, value $4,715,583.

    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 191,477 shares
    Change vs previous 13F +8,335 shares

    1.43% of the 13F portfolio, value $4,486,311.

    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 183,142 shares
    Change vs previous 13F +91,674 shares

    1.46% of the 13F portfolio, value $4,736,064.

    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 91,468 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,710,603.

    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).