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Disclosery

BALLAST ADVISORS LLC: VWOB position timeline

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

BALLAST ADVISORS LLC held 33,881 VWOB 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 33,881 shares
    Change vs previous 13F +1,480 shares

    0.54% of the 13F portfolio, value $2,278,154.

    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 32,401 shares
    Change vs previous 13F -740 shares

    0.62% of the 13F portfolio, value $2,128,399.

    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 33,141 shares
    Change vs previous 13F +933 shares

    0.62% of the 13F portfolio, value $2,234,730.

    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 32,208 shares
    Change vs previous 13F +476 shares

    0.59% of the 13F portfolio, value $2,154,738.

    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 31,732 shares
    Change vs previous 13F +620 shares

    0.61% of the 13F portfolio, value $2,073,686.

    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 31,112 shares
    Change vs previous 13F -109 shares

    0.64% of the 13F portfolio, value $1,997,372.

    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 31,221 shares
    Change vs previous 13F +1,953 shares

    0.61% of the 13F portfolio, value $1,971,628.

    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 29,268 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,942,522.

    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).