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Balanced Rock Investment Advisors LLC: LTPZ position timeline

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

Balanced Rock Investment Advisors LLC held 74,537 LTPZ 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 74,537 shares
    Change vs previous 13F +13,491 shares

    2.35% of the 13F portfolio, value $3,775,299.

    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 61,046 shares
    Change vs previous 13F +1,722 shares

    2.19% of the 13F portfolio, value $3,115,177.

    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 59,324 shares
    Change vs previous 13F +3,208 shares

    2.18% of the 13F portfolio, value $3,070,017.

    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 56,116 shares
    Change vs previous 13F +4,692 shares

    2.19% of the 13F portfolio, value $2,989,860.

    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 51,424 shares
    Change vs previous 13F +17,955 shares

    2.12% of the 13F portfolio, value $2,698,217.

    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 33,469 shares
    Change vs previous 13F +687 shares

    1.46% of the 13F portfolio, value $1,835,440.

    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 32,782 shares
    Change vs previous 13F +732 shares

    1.35% of the 13F portfolio, value $1,706,959.

    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 32,050 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $1,850,888.

    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).