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Disclosery

Ballast, Inc.: AXP position timeline

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

Ballast, Inc. held 2,776 AXP 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 2,776 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $938,982.

    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 2,776 shares
    Change vs previous 13F -78 shares

    0.19% of the 13F portfolio, value $839,684.

    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 2,854 shares
    Change vs previous 13F +1,566 shares

    0.25% of the 13F portfolio, value $1,055,837.

    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 1,288 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $427,822.

    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 1,288 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $410,846.

    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 1,288 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $346,536.

    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).