Skip to content
Disclosery

Balanced Rock Investment Advisors LLC: VGSR position timeline

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

Balanced Rock Investment Advisors LLC held 258,929 VGSR 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 258,929 shares
    Change vs previous 13F +2,839 shares

    1.84% of the 13F portfolio, value $2,947,906.

    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 256,090 shares
    Change vs previous 13F +1,117 shares

    1.86% of the 13F portfolio, value $2,645,408.

    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 254,973 shares
    Change vs previous 13F +14,481 shares

    1.88% of the 13F portfolio, value $2,651,723.

    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 240,492 shares
    Change vs previous 13F +9,462 shares

    1.87% of the 13F portfolio, value $2,561,235.

    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 231,030 shares
    Change vs previous 13F -88,934 shares

    1.9% of the 13F portfolio, value $2,416,574.

    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 319,964 shares
    Change vs previous 13F -3,665 shares

    2.59% of the 13F portfolio, value $3,244,436.

    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 323,629 shares
    Change vs previous 13F -85,218 shares

    2.59% of the 13F portfolio, value $3,275,126.

    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 408,847 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $4,542,292.

    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).