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Disclosery

Ballast, Inc.: VHT position timeline

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

Ballast, Inc. held 46,127 VHT 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 46,127 shares
    Change vs previous 13F +5,929 shares

    2.6% of the 13F portfolio, value $13,792,650.

    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 40,198 shares
    Change vs previous 13F +809 shares

    2.53% of the 13F portfolio, value $10,947,045.

    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 39,389 shares
    Change vs previous 13F +504 shares

    2.65% of the 13F portfolio, value $11,338,331.

    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 38,885 shares
    Change vs previous 13F +1,382 shares

    2.46% of the 13F portfolio, value $10,094,733.

    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 37,503 shares
    Change vs previous 13F +4,382 shares

    2.44% of the 13F portfolio, value $9,313,674.

    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 33,121 shares
    Change vs previous 13F +561 shares

    2.48% of the 13F portfolio, value $8,768,048.

    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 32,560 shares
    Change vs previous 13F +1,086 shares

    2.36% of the 13F portfolio, value $8,260,329.

    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 31,474 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $8,881,884.

    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).