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Disclosery

Ballast, Inc.: SCHD position timeline

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

Ballast, Inc. held 14,415 SCHD 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 14,415 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $457,100.

    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 14,415 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $442,252.

    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 14,415 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $395,403.

    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 14,415 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $393,530.

    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 14,415 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $381,998.

    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 14,415 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $403,043.

    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 14,415 shares
    Change vs previous 13F +9,603 shares

    0.11% of the 13F portfolio, value $393,818.

    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 4,812 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $406,758.

    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).