SpringVest Wealth Management LLC
Position in MGMT — BALLAST SMALL/MID CAP ETF
CIK 2058986
DALLAS, TX
All Filings in MGMT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MGMT | $329,947 | 7,313 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 MGMT | $322,855 | 7,283 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 MGMT | $308,746 | 7,009 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 MGMT | $274,741 | 6,959 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 MGMT | $268,617 | 6,959 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 MGMT | $313,093 | 7,529 | Shares | Sole | 2025-03-10 | |
| No filing history on record for this holder in this stock. | ||||||