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Balanced Rock Investment Advisors LLC: DFSE position timeline

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

Balanced Rock Investment Advisors LLC held 81,686 DFSE 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 81,686 shares
    Change vs previous 13F -7,219 shares

    2.49% of the 13F portfolio, value $3,992,771.

    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 88,905 shares
    Change vs previous 13F -704 shares

    2.64% of the 13F portfolio, value $3,766,878.

    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 89,609 shares
    Change vs previous 13F +1,954 shares

    2.64% of the 13F portfolio, value $3,716,981.

    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 87,655 shares
    Change vs previous 13F -2,111 shares

    2.63% of the 13F portfolio, value $3,601,744.

    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 89,766 shares
    Change vs previous 13F +2,654 shares

    2.68% of the 13F portfolio, value $3,416,494.

    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 87,112 shares
    Change vs previous 13F +3,110 shares

    2.34% of the 13F portfolio, value $2,933,932.

    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 84,002 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,783,095.

    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).