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Balanced Rock Investment Advisors LLC: VV position timeline

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

Balanced Rock Investment Advisors LLC held 7,579 VV 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 7,579 shares
    Change vs previous 13F -383 shares

    1.63% of the 13F portfolio, value $2,606,494.

    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 7,962 shares
    Change vs previous 13F +198 shares

    1.67% of the 13F portfolio, value $2,379,444.

    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 7,764 shares
    Change vs previous 13F -28 shares

    1.74% of the 13F portfolio, value $2,444,107.

    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 7,792 shares
    Change vs previous 13F -241 shares

    1.75% of the 13F portfolio, value $2,398,845.

    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 8,033 shares
    Change vs previous 13F +1,786 shares

    1.8% of the 13F portfolio, value $2,291,815.

    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 6,247 shares
    Change vs previous 13F +177 shares

    1.28% of the 13F portfolio, value $1,605,666.

    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 6,070 shares
    Change vs previous 13F +338 shares

    1.3% of the 13F portfolio, value $1,637,079.

    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 5,732 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,509,178.

    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).