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Disclosery

Ballast, Inc.: VYM position timeline

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

Ballast, Inc. held 150,142 VYM 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 150,142 shares
    Change vs previous 13F +803 shares

    4.47% of the 13F portfolio, value $23,726,992.

    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 149,339 shares
    Change vs previous 13F +4,562 shares

    5.12% of the 13F portfolio, value $22,117,155.

    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 144,777 shares
    Change vs previous 13F +25,082 shares

    4.86% of the 13F portfolio, value $20,778,442.

    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 119,695 shares
    Change vs previous 13F +3,296 shares

    4.11% of the 13F portfolio, value $16,871,057.

    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 116,399 shares
    Change vs previous 13F +1,976 shares

    4.06% of the 13F portfolio, value $15,517,195.

    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 114,423 shares
    Change vs previous 13F +903 shares

    4.17% of the 13F portfolio, value $14,756,033.

    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 113,520 shares
    Change vs previous 13F +1,801 shares

    4.14% of the 13F portfolio, value $14,484,059.

    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 111,719 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $14,322,418.

    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).