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Balanced Rock Investment Advisors LLC: USXF position timeline

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

Balanced Rock Investment Advisors LLC held 97,385 USXF 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 97,385 shares
    Change vs previous 13F -6,714 shares

    4.22% of the 13F portfolio, value $6,763,358.

    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 104,099 shares
    Change vs previous 13F +1,507 shares

    4.03% of the 13F portfolio, value $5,746,256.

    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 102,592 shares
    Change vs previous 13F -5,226 shares

    4.2% of the 13F portfolio, value $5,907,237.

    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 107,818 shares
    Change vs previous 13F -9,318 shares

    4.52% of the 13F portfolio, value $6,179,072.

    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 117,136 shares
    Change vs previous 13F -70,285 shares

    4.96% of the 13F portfolio, value $6,317,165.

    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 187,421 shares
    Change vs previous 13F +3,789 shares

    6.97% of the 13F portfolio, value $8,746,950.

    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 183,632 shares
    Change vs previous 13F -16,021 shares

    7.23% of the 13F portfolio, value $9,130,183.

    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 199,653 shares
    Change vs previous 13F not available

    7.68% of the 13F portfolio, value $9,798,969.

    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).