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Disclosery

BALLAST ADVISORS LLC: SLB position timeline

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

BALLAST ADVISORS LLC held 73,768 SLB 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 73,768 shares
    Change vs previous 13F -8,835 shares

    0.82% of the 13F portfolio, value $3,429,474.

    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 82,603 shares
    Change vs previous 13F +1,863 shares

    1.24% of the 13F portfolio, value $4,244,968.

    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 80,740 shares
    Change vs previous 13F -332 shares

    0.85% of the 13F portfolio, value $3,098,801.

    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 81,072 shares
    Change vs previous 13F +3,961 shares

    0.77% of the 13F portfolio, value $2,786,445.

    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 77,111 shares
    Change vs previous 13F +14,343 shares

    0.77% of the 13F portfolio, value $2,606,352.

    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 62,768 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,623,702.

    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).