Balanced Rock Investment Advisors LLC: DFAT position timeline

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

Balanced Rock Investment Advisors LLC held 3,304 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

period ended2026-06-30
13F 3,304 shares
Change vs previous 13F -19 shares
0.14% of the 13F portfolio, value $230,950.
13F-HR 0002011851-26-000003 filed by Balanced Rock Investment Advisors LLC
Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,323 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $207,521.
13F-HR 0002011851-26-000002 filed by Balanced Rock Investment Advisors LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).