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Balanced Rock Investment Advisors LLC: FSMD position timeline

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

Balanced Rock Investment Advisors LLC held 10,902 FSMD 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 10,902 shares
    Change vs previous 13F +515 shares

    0.36% of the 13F portfolio, value $576,171.

    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 10,387 shares
    Change vs previous 13F +621 shares

    0.33% of the 13F portfolio, value $464,507.

    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 9,766 shares
    Change vs previous 13F +1,703 shares

    0.31% of the 13F portfolio, value $430,974.

    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 8,063 shares
    Change vs previous 13F +427 shares

    0.26% of the 13F portfolio, value $354,853.

    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 7,636 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $316,665.

    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).