Ballast Rock Private Wealth LLCETFConcentrated trader

CIK: 0002106928 | CHARLESTON, SC

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	202	$214.2M	2026-10-26	SEC ↗
Q2 2026	13F-HR	192	$216.5M	2026-08-10	SEC ↗
Q1 2026	13F-HR	177	$180.8M	2026-04-16	SEC ↗
Q4 2025	13F-HR	171	$160.0M	2026-02-04	SEC ↗