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Balanced Rock Investment Advisors LLC: VTIP position timeline

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

Balanced Rock Investment Advisors LLC held 25,138 VTIP 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 25,138 shares
    Change vs previous 13F -21,910 shares

    0.79% of the 13F portfolio, value $1,262,702.

    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 47,048 shares
    Change vs previous 13F +1,578 shares

    1.65% of the 13F portfolio, value $2,350,054.

    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 45,470 shares
    Change vs previous 13F +1,525 shares

    1.6% of the 13F portfolio, value $2,248,953.

    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 43,945 shares
    Change vs previous 13F +2,389 shares

    1.63% of the 13F portfolio, value $2,224,942.

    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 41,556 shares
    Change vs previous 13F -408 shares

    1.64% of the 13F portfolio, value $2,089,006.

    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 41,964 shares
    Change vs previous 13F -629 shares

    1.67% of the 13F portfolio, value $2,094,022.

    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 42,593 shares
    Change vs previous 13F +1,914 shares

    1.63% of the 13F portfolio, value $2,062,371.

    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 40,679 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,005,899.

    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).