BALLAST ADVISORS LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALLAST ADVISORS LLC on VB, newest first. How the timeline and the estimate are built.
BALLAST ADVISORS LLC held 64 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 64 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $19,400.
13F-HR 0001398344-26-014147 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 64 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $16,763.
13F-HR/A 0001803415-26-000003 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64 sharesChange vs previous 13F +12 shares
<0.01% of the 13F portfolio, value $16,509.
13F-HR 0001398344-26-001934 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 52 sharesChange vs previous 13F -31 shares
<0.01% of the 13F portfolio, value $13,223.
13F-HR 0001398344-25-020738 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 83 sharesChange vs previous 13F +11 shares
0.01% of the 13F portfolio, value $19,669.
13F-HR 0001398344-25-014247 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 72 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $15,966.
13F-HR 0001398344-25-008869 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 72 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $17,300.
13F-HR 0001398344-25-002400 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 72 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $17,079.
13F-HR 0001398344-24-019649 filed by BALLAST ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).