Skip to content
Disclosery

Balanced Rock Investment Advisors LLC: ESGV position timeline

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

Balanced Rock Investment Advisors LLC held 10,696 ESGV 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 10,696 shares
    Change vs previous 13F -720 shares

    0.88% of the 13F portfolio, value $1,414,415.

    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 11,416 shares
    Change vs previous 13F +267 shares

    0.9% of the 13F portfolio, value $1,281,709.

    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 11,149 shares
    Change vs previous 13F -139 shares

    0.96% of the 13F portfolio, value $1,348,548.

    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 11,288 shares
    Change vs previous 13F -256 shares

    0.98% of the 13F portfolio, value $1,336,975.

    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 11,544 shares
    Change vs previous 13F -3 shares

    0.99% of the 13F portfolio, value $1,265,655.

    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 11,547 shares
    Change vs previous 13F -571 shares

    0.9% of the 13F portfolio, value $1,131,056.

    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 12,118 shares
    Change vs previous 13F -731 shares

    1.01% of the 13F portfolio, value $1,271,055.

    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 12,849 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,306,056.

    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).