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Disclosery

Ballast, Inc.: AGG position timeline

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

Ballast, Inc. held 22,776 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,776 shares
    Change vs previous 13F +204 shares

    0.43% of the 13F portfolio, value $2,254,368.

    13F-HR 0001172661-26-002544 filed by Ballast, Inc.
    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 22,572 shares
    Change vs previous 13F +3,184 shares

    0.52% of the 13F portfolio, value $2,240,722.

    13F-HR 0001172661-26-002204 filed by Ballast, Inc.
    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 19,388 shares
    Change vs previous 13F +633 shares

    0.45% of the 13F portfolio, value $1,936,473.

    13F-HR 0001172661-26-000458 filed by Ballast, Inc.
    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 18,755 shares
    Change vs previous 13F +546 shares

    0.46% of the 13F portfolio, value $1,880,189.

    13F-HR 0001172661-25-004628 filed by Ballast, Inc.
    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/A 18,209 shares
    Change vs previous 13F -29 shares

    0.47% of the 13F portfolio, value $1,806,333.

    13F-HR/A 0001172661-25-004627 filed by Ballast, Inc.
    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 18,238 shares
    Change vs previous 13F +330 shares

    0.51% of the 13F portfolio, value $1,804,103.

    13F-HR 0001172661-25-001701 filed by Ballast, Inc.
    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 17,908 shares
    Change vs previous 13F +719 shares

    0.5% of the 13F portfolio, value $1,735,285.

    13F-HR 0001172661-25-000204 filed by Ballast, Inc.
    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 17,189 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,740,730.

    13F-HR 0001172661-24-004273 filed by Ballast, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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