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Disclosery

Ballast Rock Private Wealth LLC: IDEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballast Rock Private Wealth LLC on IDEF, newest first. How the timeline and the estimate are built.

Ballast Rock Private Wealth LLC held 6,299 IDEF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,299 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $200,171.

    13F-HR 0002106928-26-000003 filed by Ballast Rock Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).