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Balanced Rock Investment Advisors LLC: ESML position timeline

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

Balanced Rock Investment Advisors LLC held 15,928 ESML 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 15,928 shares
    Change vs previous 13F -3,457 shares

    0.56% of the 13F portfolio, value $890,878.

    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 19,385 shares
    Change vs previous 13F -1,612 shares

    0.64% of the 13F portfolio, value $911,484.

    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 20,997 shares
    Change vs previous 13F +3,090 shares

    0.69% of the 13F portfolio, value $965,456.

    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 17,907 shares
    Change vs previous 13F +133 shares

    0.59% of the 13F portfolio, value $807,261.

    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 17,774 shares
    Change vs previous 13F -31,362 shares

    0.58% of the 13F portfolio, value $734,616.

    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 49,136 shares
    Change vs previous 13F +2,561 shares

    1.5% of the 13F portfolio, value $1,887,325.

    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 46,575 shares
    Change vs previous 13F -13,008 shares

    1.55% of the 13F portfolio, value $1,958,487.

    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 59,583 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $2,491,762.

    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).