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Disclosery

Ballast, Inc.: IWF position timeline

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

Ballast, Inc. held 120,713 IWF 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 120,713 shares
    Change vs previous 13F +90,702 shares

    2.83% of the 13F portfolio, value $14,988,970.

    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 30,011 shares
    Change vs previous 13F +805 shares

    2.96% of the 13F portfolio, value $12,796,818.

    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 29,206 shares
    Change vs previous 13F +4,246 shares

    3.24% of the 13F portfolio, value $13,823,342.

    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 24,960 shares
    Change vs previous 13F +642 shares

    2.85% of the 13F portfolio, value $11,691,654.

    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 24,318 shares
    Change vs previous 13F -956 shares

    2.7% of the 13F portfolio, value $10,325,064.

    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 25,274 shares
    Change vs previous 13F -335 shares

    2.58% of the 13F portfolio, value $9,126,297.

    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 25,609 shares
    Change vs previous 13F -797 shares

    2.94% of the 13F portfolio, value $10,284,183.

    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 26,406 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $9,912,397.

    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).