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Balanced Rock Investment Advisors LLC: ICLN position timeline

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

Balanced Rock Investment Advisors LLC held 39,972 ICLN 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 39,972 shares
    Change vs previous 13F -6,051 shares

    0.51% of the 13F portfolio, value $819,033.

    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 46,023 shares
    Change vs previous 13F -566 shares

    0.59% of the 13F portfolio, value $841,767.

    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 46,589 shares
    Change vs previous 13F -2,121 shares

    0.54% of the 13F portfolio, value $765,463.

    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 48,710 shares
    Change vs previous 13F +1,070 shares

    0.55% of the 13F portfolio, value $754,024.

    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 47,640 shares
    Change vs previous 13F +3,996 shares

    0.49% of the 13F portfolio, value $624,554.

    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 43,644 shares
    Change vs previous 13F +1,962 shares

    0.4% of the 13F portfolio, value $498,418.

    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 41,682 shares
    Change vs previous 13F +4,772 shares

    0.38% of the 13F portfolio, value $474,345.

    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 36,910 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $542,210.

    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).