Skip to content
Disclosery

Balanced Rock Investment Advisors LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balanced Rock Investment Advisors LLC on BND, newest first. How the timeline and the estimate are built.

Balanced Rock Investment Advisors LLC held 9,925 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,925 shares
    Change vs previous 13F -5,225 shares

    0.45% of the 13F portfolio, value $728,594.

    13F-HR 0002011851-26-000003 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,150 shares
    Change vs previous 13F -1,855 shares

    0.78% of the 13F portfolio, value $1,115,646.

    13F-HR 0002011851-26-000002 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,005 shares
    Change vs previous 13F -475 shares

    0.9% of the 13F portfolio, value $1,259,560.

    13F-HR 0002011851-26-000001 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,480 shares
    Change vs previous 13F -204 shares

    0.95% of the 13F portfolio, value $1,299,988.

    13F-HR 0002011851-25-000008 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,684 shares
    Change vs previous 13F -25,692 shares

    1.02% of the 13F portfolio, value $1,302,064.

    13F-HR 0002011851-25-000003 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,376 shares
    Change vs previous 13F +1,776 shares

    2.54% of the 13F portfolio, value $3,185,967.

    13F-HR 0002011851-25-000002 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,600 shares
    Change vs previous 13F +1,526 shares

    2.37% of the 13F portfolio, value $2,991,456.

    13F-HR 0002011851-25-000001 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,074 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $3,009,958.

    13F-HR 0002011851-24-000005 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).