Skip to content
Disclosery

Balanced Rock Investment Advisors LLC: VGLT position timeline

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

Balanced Rock Investment Advisors LLC held 85,607 VGLT 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 85,607 shares
    Change vs previous 13F +51,043 shares

    2.95% of the 13F portfolio, value $4,723,798.

    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 34,564 shares
    Change vs previous 13F +1,272 shares

    1.34% of the 13F portfolio, value $1,913,275.

    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 33,292 shares
    Change vs previous 13F +1,270 shares

    1.32% of the 13F portfolio, value $1,857,710.

    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 32,022 shares
    Change vs previous 13F +1,641 shares

    1.33% of the 13F portfolio, value $1,820,795.

    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 30,381 shares
    Change vs previous 13F -342 shares

    1.34% of the 13F portfolio, value $1,704,982.

    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 30,723 shares
    Change vs previous 13F +142 shares

    1.41% of the 13F portfolio, value $1,769,952.

    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 30,581 shares
    Change vs previous 13F +1,815 shares

    1.34% of the 13F portfolio, value $1,692,658.

    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 28,766 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,770,260.

    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).