Skip to content
Disclosery

Balanced Rock Investment Advisors LLC: HYDB position timeline

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

Balanced Rock Investment Advisors LLC held 7,885 HYDB 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 7,885 shares
    Change vs previous 13F +605 shares

    0.23% of the 13F portfolio, value $368,781.

    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 7,280 shares
    Change vs previous 13F +185 shares

    0.24% of the 13F portfolio, value $338,666.

    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 7,095 shares
    Change vs previous 13F +211 shares

    0.24% of the 13F portfolio, value $335,948.

    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 6,884 shares
    Change vs previous 13F +499 shares

    0.24% of the 13F portfolio, value $329,365.

    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 6,385 shares
    Change vs previous 13F +423 shares

    0.24% of the 13F portfolio, value $303,128.

    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 5,962 shares
    Change vs previous 13F +96 shares

    0.22% of the 13F portfolio, value $280,751.

    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 5,866 shares
    Change vs previous 13F +538 shares

    0.22% of the 13F portfolio, value $275,761.

    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 5,328 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $256,064.

    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).