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Balanced Rock Investment Advisors LLC: NULV position timeline

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

Balanced Rock Investment Advisors LLC held 54,965 NULV 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 54,965 shares
    Change vs previous 13F -3,129 shares

    1.71% of the 13F portfolio, value $2,747,700.

    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 58,094 shares
    Change vs previous 13F +409 shares

    1.85% of the 13F portfolio, value $2,643,277.

    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 57,685 shares
    Change vs previous 13F -1,300 shares

    1.85% of the 13F portfolio, value $2,598,709.

    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 58,985 shares
    Change vs previous 13F +2,258 shares

    1.89% of the 13F portfolio, value $2,585,136.

    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 56,727 shares
    Change vs previous 13F +9,986 shares

    1.87% of the 13F portfolio, value $2,377,712.

    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 46,741 shares
    Change vs previous 13F -497 shares

    1.51% of the 13F portfolio, value $1,892,543.

    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 47,238 shares
    Change vs previous 13F +2,411 shares

    1.47% of the 13F portfolio, value $1,859,760.

    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 44,827 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,870,182.

    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).