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Balanced Rock Investment Advisors LLC: DFSU position timeline

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

Balanced Rock Investment Advisors LLC held 33,229 DFSU 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 33,229 shares
    Change vs previous 13F +2,728 shares

    0.97% of the 13F portfolio, value $1,549,468.

    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 30,501 shares
    Change vs previous 13F +1,054 shares

    0.88% of the 13F portfolio, value $1,253,286.

    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 29,447 shares
    Change vs previous 13F +2,471 shares

    0.91% of the 13F portfolio, value $1,278,883.

    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 26,976 shares
    Change vs previous 13F +3,679 shares

    0.84% of the 13F portfolio, value $1,145,741.

    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 23,297 shares
    Change vs previous 13F +2,200 shares

    0.72% of the 13F portfolio, value $914,407.

    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 21,097 shares
    Change vs previous 13F +2,873 shares

    0.6% of the 13F portfolio, value $755,484.

    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 18,224 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $690,690.

    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).