Skip to content
Disclosery

Balanced Rock Investment Advisors LLC: EMXF position timeline

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

Balanced Rock Investment Advisors LLC held 41,421 EMXF 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 41,421 shares
    Change vs previous 13F -2,326 shares

    1.5% of the 13F portfolio, value $2,400,101.

    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 43,747 shares
    Change vs previous 13F -1,139 shares

    1.47% of the 13F portfolio, value $2,092,940.

    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 44,886 shares
    Change vs previous 13F +273 shares

    1.48% of the 13F portfolio, value $2,088,639.

    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 44,613 shares
    Change vs previous 13F -1,457 shares

    1.48% of the 13F portfolio, value $2,019,794.

    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 46,070 shares
    Change vs previous 13F -11,144 shares

    1.55% of the 13F portfolio, value $1,975,245.

    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 57,214 shares
    Change vs previous 13F -5,954 shares

    1.74% of the 13F portfolio, value $2,187,863.

    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 63,168 shares
    Change vs previous 13F -28,614 shares

    1.86% of the 13F portfolio, value $2,354,290.

    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 91,782 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $3,719,310.

    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).