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Disclosery

Balanced Rock Investment Advisors LLC: HSII position timeline

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

Balanced Rock Investment Advisors LLC held 0 HSII shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,252 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 6,252 shares
    Change vs previous 13F -496 shares

    0.23% of the 13F portfolio, value $311,184.

    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).

  3. period ended2025-06-30
    13F 6,748 shares
    Change vs previous 13F -1,429 shares

    0.24% of the 13F portfolio, value $308,802.

    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).

  4. period ended2025-03-31
    13F 8,177 shares
    Change vs previous 13F -26 shares

    0.28% of the 13F portfolio, value $350,227.

    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).

  5. period ended2024-12-31
    13F 8,203 shares
    Change vs previous 13F -2,059 shares

    0.29% of the 13F portfolio, value $363,475.

    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).

  6. period ended2024-09-30
    13F 10,262 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $398,781.

    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).