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Balanced Rock Investment Advisors LLC: DFGR position timeline

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

Balanced Rock Investment Advisors LLC held 175,340 DFGR 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 175,340 shares
    Change vs previous 13F -429 shares

    3.17% of the 13F portfolio, value $5,079,600.

    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 175,769 shares
    Change vs previous 13F +4,574 shares

    3.28% of the 13F portfolio, value $4,671,940.

    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 171,195 shares
    Change vs previous 13F +14,203 shares

    3.21% of the 13F portfolio, value $4,522,972.

    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 156,992 shares
    Change vs previous 13F +11,879 shares

    3.13% of the 13F portfolio, value $4,287,452.

    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 145,113 shares
    Change vs previous 13F +51,662 shares

    3.05% of the 13F portfolio, value $3,893,382.

    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 93,451 shares
    Change vs previous 13F +4,615 shares

    1.96% of the 13F portfolio, value $2,454,023.

    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 88,836 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $2,268,871.

    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).