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Balanced Rock Investment Advisors LLC: SCHO position timeline

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

Balanced Rock Investment Advisors LLC held 43,116 SCHO 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 43,116 shares
    Change vs previous 13F -28,010 shares

    0.65% of the 13F portfolio, value $1,040,824.

    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 71,126 shares
    Change vs previous 13F +1,513 shares

    1.21% of the 13F portfolio, value $1,726,236.

    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 69,613 shares
    Change vs previous 13F +690 shares

    1.21% of the 13F portfolio, value $1,696,458.

    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 68,923 shares
    Change vs previous 13F +5,341 shares

    1.23% of the 13F portfolio, value $1,681,710.

    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 63,582 shares
    Change vs previous 13F +214 shares

    1.22% of the 13F portfolio, value $1,550,135.

    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 63,368 shares
    Change vs previous 13F +965 shares

    1.23% of the 13F portfolio, value $1,542,380.

    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 62,403 shares
    Change vs previous 13F +33,631 shares

    1.19% of the 13F portfolio, value $1,501,408.

    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 28,772 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,409,252.

    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).