Capital Advisors, Ltd. LLC
Position in MGMT — BALLAST SMALL/MID CAP ETF
CIK 1597878
SHAKER HEIGHTS, OH
All Filings in MGMT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MGMT | $356,071 | 7,892 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 MGMT | $349,409 | 7,882 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 MGMT | $347,202 | 7,882 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 MGMT | $191,478 | 4,850 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 MGMT | $187,210 | 4,850 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 MGMT | $140,474 | 3,378 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 MGMT | $124,319 | 3,228 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 MGMT | $75,348 | 2,100 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||