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Disclosery

BALLAST ADVISORS LLC: SPDW position timeline

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

BALLAST ADVISORS LLC held 41,996 SPDW 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 41,996 shares
    Change vs previous 13F +8,181 shares

    0.5% of the 13F portfolio, value $2,116,178.

    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 33,815 shares
    Change vs previous 13F -1,025 shares

    0.45% of the 13F portfolio, value $1,543,655.

    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 34,840 shares
    Change vs previous 13F -714 shares

    0.43% of the 13F portfolio, value $1,547,244.

    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 35,554 shares
    Change vs previous 13F +1,145 shares

    0.42% of the 13F portfolio, value $1,521,356.

    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 34,409 shares
    Change vs previous 13F -754 shares

    0.41% of the 13F portfolio, value $1,393,220.

    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 35,163 shares
    Change vs previous 13F -1,972 shares

    0.41% of the 13F portfolio, value $1,280,285.

    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 37,135 shares
    Change vs previous 13F +277 shares

    0.39% of the 13F portfolio, value $1,267,418.

    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 36,858 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,384,386.

    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).