Skip to content
Disclosery

BALLAST ADVISORS LLC: WM position timeline

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

BALLAST ADVISORS LLC held 1,861 WM 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 1,861 shares
    Change vs previous 13F +282 shares

    0.1% of the 13F portfolio, value $414,726.

    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 1,579 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $362,783.

    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 1,579 shares
    Change vs previous 13F +75 shares

    0.1% of the 13F portfolio, value $346,870.

    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 1,504 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $332,076.

    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 1,504 shares
    Change vs previous 13F +42 shares

    0.1% of the 13F portfolio, value $344,091.

    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 1,462 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $338,412.

    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 1,462 shares
    Change vs previous 13F -98 shares

    0.09% of the 13F portfolio, value $294,969.

    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 1,560 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $323,806.

    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).