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Balanced Rock Investment Advisors LLC: EVTR position timeline

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

Balanced Rock Investment Advisors LLC held 169,176 EVTR 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 169,176 shares
    Change vs previous 13F +15,101 shares

    5.35% of the 13F portfolio, value $8,578,915.

    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 154,075 shares
    Change vs previous 13F +7,103 shares

    5.49% of the 13F portfolio, value $7,819,306.

    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 146,972 shares
    Change vs previous 13F +10,555 shares

    5.38% of the 13F portfolio, value $7,569,058.

    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 136,417 shares
    Change vs previous 13F +14,420 shares

    5.13% of the 13F portfolio, value $7,018,655.

    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 121,997 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $6,205,378.

    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).