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Balanced Rock Investment Advisors LLC: VCRM position timeline

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

Balanced Rock Investment Advisors LLC held 48,515 VCRM 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 48,515 shares
    Change vs previous 13F +742 shares

    2.31% of the 13F portfolio, value $3,706,546.

    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 47,773 shares
    Change vs previous 13F +1,715 shares

    2.52% of the 13F portfolio, value $3,590,141.

    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 46,058 shares
    Change vs previous 13F +6,768 shares

    2.47% of the 13F portfolio, value $3,480,603.

    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 39,290 shares
    Change vs previous 13F +6,911 shares

    2.16% of the 13F portfolio, value $2,956,573.

    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 32,379 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,382,123.

    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).