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Balanced Rock Investment Advisors LLC: PAGS position timeline

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

Balanced Rock Investment Advisors LLC held 66,904 PAGS 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 66,904 shares
    Change vs previous 13F +6,596 shares

    0.38% of the 13F portfolio, value $605,481.

    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 60,308 shares
    Change vs previous 13F +34 shares

    0.42% of the 13F portfolio, value $604,286.

    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 60,274 shares
    Change vs previous 13F +816 shares

    0.41% of the 13F portfolio, value $581,041.

    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 59,458 shares
    Change vs previous 13F +3,467 shares

    0.43% of the 13F portfolio, value $594,580.

    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 55,991 shares
    Change vs previous 13F -2,907 shares

    0.42% of the 13F portfolio, value $539,753.

    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 58,898 shares
    Change vs previous 13F +491 shares

    0.36% of the 13F portfolio, value $449,392.

    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 58,407 shares
    Change vs previous 13F +10,814 shares

    0.29% of the 13F portfolio, value $365,628.

    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 47,593 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $409,776.

    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).