Ballast Financial Advisors LLCETFConcentrated long-term

CIK: 0002109821 | WEST CHESTER, PA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	71	$106.1M	2026-10-26	SEC ↗
Q2 2026	13F-HR	71	$110.5M	2026-08-13	SEC ↗
Q1 2026	13F-HR	68	$97.5M	2026-05-14	SEC ↗
Q4 2025	13F-HR	70	$97.1M	2026-02-17	SEC ↗