Skip to content
Disclosery

BALLAST ADVISORS LLC: V position timeline

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

BALLAST ADVISORS LLC held 8,634 V 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 8,634 shares
    Change vs previous 13F +6 shares

    0.71% of the 13F portfolio, value $2,962,239.

    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 8,628 shares
    Change vs previous 13F +162 shares

    0.76% of the 13F portfolio, value $2,607,727.

    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 8,466 shares
    Change vs previous 13F -25 shares

    0.82% of the 13F portfolio, value $2,969,114.

    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 8,491 shares
    Change vs previous 13F -53 shares

    0.8% of the 13F portfolio, value $2,898,658.

    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 8,544 shares
    Change vs previous 13F +180 shares

    0.89% of the 13F portfolio, value $3,033,547.

    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 8,364 shares
    Change vs previous 13F +321 shares

    0.93% of the 13F portfolio, value $2,931,247.

    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 8,043 shares
    Change vs previous 13F +295 shares

    0.78% of the 13F portfolio, value $2,541,910.

    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 7,748 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,130,313.

    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).