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Disclosery

Ballast, Inc.: SHY position timeline

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

Ballast, Inc. held 245,825 SHY 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 245,825 shares
    Change vs previous 13F +24,410 shares

    3.81% of the 13F portfolio, value $20,184,691.

    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 221,415 shares
    Change vs previous 13F +7,054 shares

    4.23% of the 13F portfolio, value $18,282,237.

    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 214,361 shares
    Change vs previous 13F +9,250 shares

    4.16% of the 13F portfolio, value $17,753,378.

    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 205,111 shares
    Change vs previous 13F +10,673 shares

    4.14% of the 13F portfolio, value $17,016,009.

    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 194,438 shares
    Change vs previous 13F +40,240 shares

    4.22% of the 13F portfolio, value $16,111,133.

    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 154,198 shares
    Change vs previous 13F +3,177 shares

    3.61% of the 13F portfolio, value $12,756,801.

    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 151,021 shares
    Change vs previous 13F +2,779 shares

    3.54% of the 13F portfolio, value $12,380,702.

    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 148,242 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $12,326,322.

    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).