Skip to content
Disclosery

Balanced Rock Investment Advisors LLC: HYXF position timeline

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

Balanced Rock Investment Advisors LLC held 80,019 HYXF 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 80,019 shares
    Change vs previous 13F +6,920 shares

    2.33% of the 13F portfolio, value $3,738,123.

    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 73,099 shares
    Change vs previous 13F +2,268 shares

    2.37% of the 13F portfolio, value $3,385,353.

    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 70,831 shares
    Change vs previous 13F +4,103 shares

    2.38% of the 13F portfolio, value $3,347,261.

    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 66,728 shares
    Change vs previous 13F +4,747 shares

    2.32% of the 13F portfolio, value $3,168,579.

    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 61,981 shares
    Change vs previous 13F +979 shares

    2.31% of the 13F portfolio, value $2,944,083.

    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 61,002 shares
    Change vs previous 13F -1,684 shares

    2.25% of the 13F portfolio, value $2,824,996.

    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 62,686 shares
    Change vs previous 13F +2,597 shares

    2.29% of the 13F portfolio, value $2,895,799.

    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 60,089 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,844,882.

    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).