BALLAST ADVISORS LLC

Business address
683 Bielenberg Drive, Suite 208, Woodbury, MN, 55125-1705
Top securities (13F)
SCHX, SCHV, SCHG, SCHF, AAPL, AGG, SCHO, JPM, MSFT, EPD, SCHE, UBER, SCHB, NVDA, BRKB, TSM, SCHA, AMZN, GOOGL, and BX
State of incorporation
MN
Fiscal year end
31 December
⭐ Add to watchlist ⭐
BALLAST ADVISORS LLC has filed 27 SEC EDGAR filings since 14 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2025 30 Sep 2025 028-20071
N-PX Open Document Open Filing 19 Aug 2025 30 Jun 2025 028-20071
13F-HR Open Document Open Filing 31 Jul 2025 30 Jun 2025 028-20071
13F-HR Open Document Open Filing 07 May 2025 31 Mar 2025 028-20071
13F-HR Open Document Open Filing 11 Feb 2025 31 Dec 2024 028-20071
13F-HR Open Document Open Filing 30 Oct 2024 30 Sep 2024 028-20071
N-PX Open Document Open Filing 23 Aug 2024 30 Jun 2024 028-20071
13F-HR Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-20071
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-20071
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-20071
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-20071
13F-HR Open Document Open Filing 04 Aug 2023 30 Jun 2023 028-20071
13F-HR Open Document Open Filing 09 May 2023 31 Mar 2023 028-20071
13F-HR Open Document Open Filing 26 Jan 2023 31 Dec 2022 028-20071
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-20071
13F-HR Open Document Open Filing 20 Jul 2022 30 Jun 2022 028-20071
13F-HR Open Document Open Filing 21 Apr 2022 31 Mar 2022 028-20071
13F-HR Open Document Open Filing 04 Feb 2022 31 Dec 2021 028-20071
13F-HR Open Document Open Filing 01 Nov 2021 30 Sep 2021 028-20071
13F-HR Open Document Open Filing 20 Jul 2021 30 Jun 2021 028-20071
13F-HR Open Document Open Filing 26 Apr 2021 31 Mar 2021 028-20071
13F-HR Open Document Open Filing 05 Feb 2021 31 Dec 2020 028-20071
13F-HR Open Document Open Filing 22 Oct 2020 30 Sep 2020 028-20071
13F-HR Open Document Open Filing 29 Jul 2020 30 Jun 2020 028-20071
13F-HR/A Open Document Open Filing 29 Jul 2020 31 Mar 2020 028-20071
13F-HR Open Document Open Filing 16 Apr 2020 31 Mar 2020 028-20071
13F-HR Open Document Open Filing 14 Feb 2020 31 Dec 2019 028-20071