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Ballast, Inc.: LQD position timeline

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

Ballast, Inc. held 23,051 LQD 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 23,051 shares
    Change vs previous 13F +220 shares

    0.47% of the 13F portfolio, value $2,514,173.

    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 22,831 shares
    Change vs previous 13F +3,667 shares

    0.58% of the 13F portfolio, value $2,488,351.

    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 19,164 shares
    Change vs previous 13F +486 shares

    0.49% of the 13F portfolio, value $2,111,681.

    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 18,678 shares
    Change vs previous 13F +1,116 shares

    0.51% of the 13F portfolio, value $2,082,037.

    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 17,562 shares
    Change vs previous 13F -912 shares

    0.5% of the 13F portfolio, value $1,924,971.

    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 18,474 shares
    Change vs previous 13F +1,522 shares

    0.57% of the 13F portfolio, value $2,007,939.

    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 16,952 shares
    Change vs previous 13F +1,136 shares

    0.52% of the 13F portfolio, value $1,811,152.

    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 15,816 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,786,892.

    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).