Skip to content

Ballast Financial Advisors LLC: EWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballast Financial Advisors LLC on EWX, newest first. How the timeline and the estimate are built.

Ballast Financial Advisors LLC held 3,367 EWX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,367 shares
    Change vs previous 13F -204 shares

    0.23% of the 13F portfolio, value $250,217.

    13F-HR 0001172661-26-003396 filed by Ballast Financial 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 3,571 shares
    Change vs previous 13F -71 shares

    0.24% of the 13F portfolio, value $236,136.

    13F-HR 0001172661-26-001850 filed by Ballast Financial 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 3,642 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $239,141.

    13F-HR 0001172661-26-001072 filed by Ballast Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).