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Disclosery

Ballast Financial Advisors LLC: SCHC position timeline

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

Ballast Financial Advisors LLC held 7,982 SCHC 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 7,982 shares
    Change vs previous 13F -215 shares

    0.35% of the 13F portfolio, value $384,116.

    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 8,197 shares
    Change vs previous 13F -331 shares

    0.39% of the 13F portfolio, value $383,148.

    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 8,528 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $388,300.

    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).