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Balanced Rock Investment Advisors LLC: EAGG position timeline

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

Balanced Rock Investment Advisors LLC held 53,828 EAGG 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 53,828 shares
    Change vs previous 13F -920 shares

    1.59% of the 13F portfolio, value $2,551,966.

    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 54,748 shares
    Change vs previous 13F +372 shares

    1.83% of the 13F portfolio, value $2,603,248.

    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 54,376 shares
    Change vs previous 13F -1,721 shares

    1.85% of the 13F portfolio, value $2,601,871.

    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 56,097 shares
    Change vs previous 13F +3,660 shares

    1.97% of the 13F portfolio, value $2,694,318.

    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 52,437 shares
    Change vs previous 13F -115,989 shares

    1.96% of the 13F portfolio, value $2,492,834.

    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 168,426 shares
    Change vs previous 13F +8,310 shares

    6.37% of the 13F portfolio, value $7,996,845.

    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 160,116 shares
    Change vs previous 13F +16,295 shares

    5.88% of the 13F portfolio, value $7,435,766.

    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 143,821 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $6,988,240.

    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).