Skip to content
Disclosery

Balanced Rock Investment Advisors LLC: SPHQ position timeline

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

Balanced Rock Investment Advisors LLC held 67,413 SPHQ 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 67,413 shares
    Change vs previous 13F -931 shares

    3.79% of the 13F portfolio, value $6,073,911.

    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 68,344 shares
    Change vs previous 13F +2,075 shares

    3.6% of the 13F portfolio, value $5,138,785.

    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 66,269 shares
    Change vs previous 13F +2,076 shares

    3.53% of the 13F portfolio, value $4,973,488.

    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 64,193 shares
    Change vs previous 13F +2,411 shares

    3.44% of the 13F portfolio, value $4,704,705.

    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 61,782 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $4,402,585.

    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).