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Balanced Rock Investment Advisors LLC: DFAI position timeline

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

Balanced Rock Investment Advisors LLC held 29,590 DFAI 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 29,590 shares
    Change vs previous 13F +266 shares

    0.76% of the 13F portfolio, value $1,220,588.

    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 29,324 shares
    Change vs previous 13F +2,195 shares

    0.8% of the 13F portfolio, value $1,142,463.

    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 27,129 shares
    Change vs previous 13F -176 shares

    0.73% of the 13F portfolio, value $1,033,886.

    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 27,305 shares
    Change vs previous 13F +1,413 shares

    0.73% of the 13F portfolio, value $992,537.

    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 25,892 shares
    Change vs previous 13F +6,257 shares

    0.7% of the 13F portfolio, value $895,086.

    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 19,635 shares
    Change vs previous 13F +1,445 shares

    0.49% of the 13F portfolio, value $613,201.

    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 18,190 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $531,148.

    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).