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Balanced Rock Investment Advisors LLC: RAFE position timeline

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

Balanced Rock Investment Advisors LLC held 152,855 RAFE 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 152,855 shares
    Change vs previous 13F +3,671 shares

    4.56% of the 13F portfolio, value $7,316,252.

    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 149,184 shares
    Change vs previous 13F +1,456 shares

    4.35% of the 13F portfolio, value $6,207,999.

    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 147,728 shares
    Change vs previous 13F -4,333 shares

    4.41% of the 13F portfolio, value $6,203,090.

    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 152,061 shares
    Change vs previous 13F +1,255 shares

    4.52% of the 13F portfolio, value $6,188,873.

    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 150,806 shares
    Change vs previous 13F +40,478 shares

    4.51% of the 13F portfolio, value $5,751,759.

    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 110,328 shares
    Change vs previous 13F -554 shares

    3.2% of the 13F portfolio, value $4,008,216.

    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 110,882 shares
    Change vs previous 13F -629 shares

    3.19% of the 13F portfolio, value $4,030,561.

    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 111,511 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $4,150,451.

    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).