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Balanced Rock Investment Advisors LLC: VO position timeline

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

Balanced Rock Investment Advisors LLC held 23,854 VO 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 23,854 shares
    Change vs previous 13F +17,702 shares

    1.2% of the 13F portfolio, value $1,921,917.

    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 6,152 shares
    Change vs previous 13F +395 shares

    1.24% of the 13F portfolio, value $1,766,731.

    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 5,757 shares
    Change vs previous 13F +462 shares

    1.19% of the 13F portfolio, value $1,670,797.

    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 5,295 shares
    Change vs previous 13F +297 shares

    1.14% of the 13F portfolio, value $1,555,353.

    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 4,998 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,398,590.

    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).