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Disclosery

BALLAST ADVISORS LLC: SCHE position timeline

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

BALLAST ADVISORS LLC held 269,165 SCHE 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 269,165 shares
    Change vs previous 13F -5,238 shares

    2.33% of the 13F portfolio, value $9,759,927.

    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 274,403 shares
    Change vs previous 13F +5,572 shares

    2.63% of the 13F portfolio, value $9,041,594.

    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 268,831 shares
    Change vs previous 13F +469 shares

    2.43% of the 13F portfolio, value $8,804,231.

    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 268,362 shares
    Change vs previous 13F -3,918 shares

    2.47% of the 13F portfolio, value $8,955,234.

    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 272,280 shares
    Change vs previous 13F -2,495 shares

    2.42% of the 13F portfolio, value $8,206,513.

    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 274,775 shares
    Change vs previous 13F -3,976 shares

    2.41% of the 13F portfolio, value $7,575,555.

    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 278,751 shares
    Change vs previous 13F +15,132 shares

    2.29% of the 13F portfolio, value $7,423,147.

    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 263,619 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $7,692,393.

    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).