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Balanced Rock Investment Advisors LLC: VEA position timeline

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

Balanced Rock Investment Advisors LLC held 31,060 VEA 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 31,060 shares
    Change vs previous 13F +110 shares

    1.38% of the 13F portfolio, value $2,213,025.

    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 30,950 shares
    Change vs previous 13F +1,014 shares

    1.39% of the 13F portfolio, value $1,983,276.

    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 29,936 shares
    Change vs previous 13F +48 shares

    1.33% of the 13F portfolio, value $1,870,102.

    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 29,888 shares
    Change vs previous 13F +1,734 shares

    1.31% of the 13F portfolio, value $1,790,867.

    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 28,154 shares
    Change vs previous 13F +852 shares

    1.26% of the 13F portfolio, value $1,605,039.

    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 27,302 shares
    Change vs previous 13F +1,206 shares

    1.11% of the 13F portfolio, value $1,387,742.

    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 26,096 shares
    Change vs previous 13F -3,860 shares

    0.99% of the 13F portfolio, value $1,247,893.

    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 29,956 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,581,957.

    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).