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Balanced Rock Investment Advisors LLC: ESGD position timeline

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

Balanced Rock Investment Advisors LLC held 43,951 ESGD 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 43,951 shares
    Change vs previous 13F -1,111 shares

    2.82% of the 13F portfolio, value $4,518,557.

    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 45,062 shares
    Change vs previous 13F +95 shares

    3.02% of the 13F portfolio, value $4,308,801.

    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 44,967 shares
    Change vs previous 13F +2,203 shares

    3.04% of the 13F portfolio, value $4,275,884.

    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 42,764 shares
    Change vs previous 13F +1,703 shares

    2.91% of the 13F portfolio, value $3,976,187.

    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 41,061 shares
    Change vs previous 13F +754 shares

    2.87% of the 13F portfolio, value $3,663,424.

    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 40,307 shares
    Change vs previous 13F +881 shares

    2.62% of the 13F portfolio, value $3,292,695.

    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 39,426 shares
    Change vs previous 13F -12,748 shares

    2.38% of the 13F portfolio, value $3,001,910.

    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 52,174 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $4,391,470.

    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).