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Balanced Rock Investment Advisors LLC: DFSI position timeline

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

Balanced Rock Investment Advisors LLC held 220,624 DFSI 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 220,624 shares
    Change vs previous 13F +6,939 shares

    6.21% of the 13F portfolio, value $9,950,142.

    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 213,685 shares
    Change vs previous 13F -1,350 shares

    6.36% of the 13F portfolio, value $9,060,244.

    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 215,035 shares
    Change vs previous 13F +2,693 shares

    6.55% of the 13F portfolio, value $9,213,175.

    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 212,342 shares
    Change vs previous 13F +6,312 shares

    6.36% of the 13F portfolio, value $8,695,426.

    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 206,030 shares
    Change vs previous 13F +4,971 shares

    6.37% of the 13F portfolio, value $8,119,642.

    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 201,059 shares
    Change vs previous 13F +3,192 shares

    5.59% of the 13F portfolio, value $7,014,949.

    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 197,867 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $6,499,931.

    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).