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Balanced Rock Investment Advisors LLC: DFIP position timeline

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

Balanced Rock Investment Advisors LLC held 69,050 DFIP 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 69,050 shares
    Change vs previous 13F +7,497 shares

    1.78% of the 13F portfolio, value $2,848,658.

    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 61,553 shares
    Change vs previous 13F +2,010 shares

    1.8% of the 13F portfolio, value $2,567,991.

    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 59,543 shares
    Change vs previous 13F +3,269 shares

    1.76% of the 13F portfolio, value $2,474,310.

    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 56,274 shares
    Change vs previous 13F +4,567 shares

    1.74% of the 13F portfolio, value $2,376,451.

    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 51,707 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,161,870.

    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).