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Balanced Rock Investment Advisors LLC: EUSB position timeline

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

Balanced Rock Investment Advisors LLC held 70,839 EUSB 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 70,839 shares
    Change vs previous 13F +2,283 shares

    1.92% of the 13F portfolio, value $3,077,969.

    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 68,556 shares
    Change vs previous 13F -2,838 shares

    2.09% of the 13F portfolio, value $2,982,172.

    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 71,394 shares
    Change vs previous 13F +1,258 shares

    2.23% of the 13F portfolio, value $3,134,931.

    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 70,136 shares
    Change vs previous 13F +2,930 shares

    2.25% of the 13F portfolio, value $3,080,386.

    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 67,206 shares
    Change vs previous 13F -143,929 shares

    2.3% of the 13F portfolio, value $2,926,821.

    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 211,135 shares
    Change vs previous 13F -18,997 shares

    7.29% of the 13F portfolio, value $9,146,368.

    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 230,132 shares
    Change vs previous 13F +4,806 shares

    7.74% of the 13F portfolio, value $9,776,014.

    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 225,326 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $9,981,944.

    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).