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Disclosery

Ballast Financial Advisors LLC: SCHV position timeline

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

Ballast Financial Advisors LLC held 47,753 SCHV 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 47,753 shares
    Change vs previous 13F -1,329 shares

    1.5% of the 13F portfolio, value $1,662,284.

    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 49,082 shares
    Change vs previous 13F -3,073 shares

    1.53% of the 13F portfolio, value $1,497,003.

    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 52,155 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,544,304.

    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).