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Disclosery

Ballast, Inc.: IWD position timeline

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

Ballast, Inc. held 74,114 IWD 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 74,114 shares
    Change vs previous 13F -73 shares

    3.39% of the 13F portfolio, value $17,967,651.

    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 74,187 shares
    Change vs previous 13F +3,209 shares

    3.67% of the 13F portfolio, value $15,851,494.

    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 70,978 shares
    Change vs previous 13F +31,803 shares

    3.49% of the 13F portfolio, value $14,929,681.

    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 39,175 shares
    Change vs previous 13F +1,201 shares

    1.94% of the 13F portfolio, value $7,975,801.

    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 37,974 shares
    Change vs previous 13F +1,896 shares

    1.93% of the 13F portfolio, value $7,375,845.

    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 36,078 shares
    Change vs previous 13F +274 shares

    1.92% of the 13F portfolio, value $6,788,399.

    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 35,804 shares
    Change vs previous 13F +460 shares

    1.9% of the 13F portfolio, value $6,628,543.

    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 35,344 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $6,708,253.

    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).