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Balanced Rock Investment Advisors LLC: DMXF position timeline

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

Balanced Rock Investment Advisors LLC held 62,987 DMXF 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 62,987 shares
    Change vs previous 13F +656 shares

    3.32% of the 13F portfolio, value $5,328,700.

    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 62,331 shares
    Change vs previous 13F +307 shares

    3.3% of the 13F portfolio, value $4,702,874.

    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 62,024 shares
    Change vs previous 13F +357 shares

    3.31% of the 13F portfolio, value $4,661,724.

    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 61,667 shares
    Change vs previous 13F +801 shares

    3.41% of the 13F portfolio, value $4,670,659.

    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 60,866 shares
    Change vs previous 13F -4,390 shares

    3.56% of the 13F portfolio, value $4,530,865.

    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 65,256 shares
    Change vs previous 13F -6,879 shares

    3.5% of the 13F portfolio, value $4,394,339.

    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 72,135 shares
    Change vs previous 13F -27,583 shares

    3.69% of the 13F portfolio, value $4,661,364.

    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).

  8. period ended2024-09-30
    13F 99,718 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $7,183,685.

    13F-HR 0002011851-24-000005 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).