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Disclosery

Ballast Rock Private Wealth LLC: IWF position timeline

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

Ballast Rock Private Wealth LLC held 4,176 IWF 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 4,176 shares
    Change vs previous 13F +3,442 shares

    0.24% of the 13F portfolio, value $518,539.

    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 §4.2).

  2. period ended2026-03-31
    13F 734 shares
    Change vs previous 13F +21 shares

    0.17% of the 13F portfolio, value $312,920.

    13F-HR 0002106928-26-000002 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 §4.2).

  3. period ended2025-12-31
    13F 713 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $337,680.

    13F-HR 0002106928-26-000001 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 §4.2).