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Balanced Rock Investment Advisors LLC: JSMD position timeline

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

Balanced Rock Investment Advisors LLC held 9,181 JSMD 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 9,181 shares
    Change vs previous 13F +1,459 shares

    0.58% of the 13F portfolio, value $929,473.

    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 7,722 shares
    Change vs previous 13F +188 shares

    0.43% of the 13F portfolio, value $612,741.

    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 7,534 shares
    Change vs previous 13F +1,038 shares

    0.44% of the 13F portfolio, value $614,473.

    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 6,496 shares
    Change vs previous 13F +232 shares

    0.4% of the 13F portfolio, value $543,155.

    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 6,264 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $486,400.

    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).