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Balanced Rock Investment Advisors LLC: JPIB position timeline

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

Balanced Rock Investment Advisors LLC held 30,284 JPIB 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 30,284 shares
    Change vs previous 13F +1,960 shares

    0.91% of the 13F portfolio, value $1,464,231.

    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 28,324 shares
    Change vs previous 13F +850 shares

    0.95% of the 13F portfolio, value $1,354,454.

    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 27,474 shares
    Change vs previous 13F +1,144 shares

    0.95% of the 13F portfolio, value $1,337,984.

    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 26,330 shares
    Change vs previous 13F +2,636 shares

    0.94% of the 13F portfolio, value $1,290,960.

    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 23,694 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,152,002.

    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).